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Insurance Cross-Selling Tips ― 3 Minute Mashup

Posted on July 16, 2021 by Alex Arellano

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If you are an Insurance Agent 2021 stop and take a moment to watch these videos to help you become ridiculously amazing this year.

 

How To Get Your Team to Cross-Sell Insurance

This next topic is something that is very near and dear to our heart, because of how important it is for agencies: how to get your team to cross-sell insurance. There are many misconceptions about insurance cross-selling, and how exactly to get your team to do it. If you’re struggling to get your team to cross-sell insurance, you’re not alone. Your agency may need a plan, and we have you covered. Here’s what you need to know about cross-selling:

“If you are struggling with the philosophy, the concept, the reasoning of cross-selling, let me put your mind at ease: it is all about education.”

 

Stop Insurance Cross-Selling

Cross-selling is incredibly important in insurance, and this next topic can be transformative for your agency. If you’re looking at insurance cross-selling from a sales standpoint, you might not exactly think about it as the powerful tool that it is. You might shy away from cross-selling, or avoid it altogether.

“All we’re doing is educating the clients and allowing them to make a decision, which should be in everybody’s comfort zone.”

 

Insurance Cross-Selling Is for Salespeople ― NOT!

When it comes to insurance cross-selling, we often hear a lot of pushback about whose responsibility it is. Employees across the board will shy away from cross-selling, and will say it’s only for producers, or that they’re not a salesperson, or that they’re only going to do what the client asks. We think that this is a big issue in agencies, and that insurance cross-selling is not for salespeople only. Here’s why:

“Everybody’s job in the entire agency should be to cross-educate all the options a client has with your agency.”

 

Why People Should Bundle Their Insurance

Today is a very exciting day, because not only are we talking about why people should bundle their insurance, but we’re launching our brand new course to help you get there. But let’s first dive into today’s topic of why people should bundle their insurance.

“Our hook to clients is combine, save and simplify. We do those three things through cross-selling, it’s a winning ticket.”

 

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