Cross-Selling to Individual and Group Clients
Identifying and acting on cross-sell opportunities is not only a way for you to increase revenue; it's more importantly a way to provide more value to current clients.
By running reports in your agency management system, you can quickly identify these cross-sell opportunities. But, then comes the hard part: figuring out what to say and how to deliver the message.
These plain-text templates provide you with emails you can take and use immediately to start cross-selling across your book of business. They're completely flexible, so you can edit as needed.