Are you a Hero at Cross-Selling an Insurance at Renewal? Learn about Myths and Facts on how to Cross-Sell an Insurance at Renewal
Myth: The customer is in a hurry and doesn’t have time to discuss other options.
Fact: You have a captive audience. The customer wants to hear what you have to say.
Myth: The rate increased, so I probably shouldn’t bring up other coverages and policies.
Fact: Double checking for discounts and offering the multi-policy option is helpful.
Myth: The customer will get upset and think that I am being pushy.
Fact: You are the teacher. Help the client decide what a good fit is.
Myth: I’m only a CSR. I can’t ask about other policies.
Fact: While you might not be able to discuss coverage or give recommendations, you can ask where the other lines of business are, then transfer the call to a licensed agent.
Read more in this week’s Insurance agency blog: How to cross sell an insurance at renewal?
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