Grow Your Client Relationships With Cross-Selling
Cross-selling gives you an opportunity to build better client relationships by ensuring your clients have adequate coverage for their life and health insurance needs. Run a cross-sell report in your industry-specific agency management system (AMS) or generic CRM to identify which of your clients have X coverage type but don't have Y coverage type with your agency.
Using this report, you can have more informed conversations with your clients and ensure they don't have gaps in their coverage. Plus, you can:
- Improve your chances of retention
- Increase the likelihood of referrals
- Improve your bottom line
Use this tool for more ideas on the cross-sell opportunities your agency can target and put together a plan to start converting more of your cross-sells.