Agency Performance Partners


Ways To Cross-Sell Insurance

Posted on July 30, 2021 by Alex Arellano

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Cross-Selling Insurance on New Business

Cross-selling is so vital to success in insurance agencies that we’re continuing to dive into this topic, after we introduced our cross-selling strategy LEE last week. All this week, we’re going to talk about four different ways to cross-sell. Our first topic is cross-selling insurance on new business.

“By far, cross-selling new business is your biggest opportunity, because nothings been screwed up yet…. There’s been no billing issues, no inspection problems, no other agents trying to win them over, no rate increases.”


Insurance Renewal Cross-Selling Strategies

Cross-selling is one of the most powerful tools you have as an insurance agency, and this week we’re breaking down some of our favorite insurance cross-selling strategies. We’ve identified four different opportunities to cross-sell: at the point of sale, during renewals, during inbound service calls, and during outbound calls to monoline clients. Today we’re focusing on that second opportunity, and diving into insurance renewal cross-selling strategies. 

“Renewal review calls give you an opportunity not just to target monolines, but to really reach out to everybody, find other policies you don’t know about as well.”


Converting Service Calls Into Insurance Cross-Selling Opportunities

We’re up to part three of our series on cross-selling, and we already covered cross-selling at the point of sale, and during renewals. Today, we’re discussing converting service calls into insurance cross-selling opportunities. 

“I want everybody to take a deep breath, put your shoulders back and say I’m not going to take each call as a transaction, I’m going to take each call as an insurance agent and make recommendations, and that can include cross-selling.”


Calling Monoline Insurance Clients

Today we’re up to our fourth strategy for cross-selling. All this week we covered cross-selling to new customers, during renewals, and during service calls. Now, we’re discussing calling monoline insurance clients.

“You need to have a good structure and a plan, but don’t throw the baby out with the bathwater. These are current customers, there is a lot of value in them talking with you. If it’s not working at first, you need to try differently.”


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