Looking for help on when to cross sell insurance (try renewal!)
Cross selling is top on many agency owner’s minds. There is a literal gold mine in your current book but no one seems to be very hungry to tackle cross selling on your team. Why could this be? Growth is fun right?
For many team members they are unsure when, how and if they have time to get involved in cross selling. Here is the reality giving great service is educating clients on all the ways you can help them – like cross selling insurance at renewal! In this podcast we help give you a plan on how to use the renewal as a time to unlock precious cross sales that help boost retention and grow your agency!
Insurance agents should cross sell to their clients, and renewal reviews are recommended every year. During these reviews, agents should ask questions to determine what policies they need, such as a homeowners or tenant policy. Also, agents should look for opportunities to upsell or combine coverages. Training staff on how to conduct reviews is important, as it will help them be more prepared when customers need them during a claim. Agency Performance Partners has resources available to help agencies with retention, cross selling, and upselling.
If you need a blue print for cross selling this is for you!
- 00:00:00 Introduction
- 00:00:09 Cross Selling
- 00:00:19 Renewal Reviews
- 00:04:19 Upselling & Cross Selling Strategies
- 00:09:24 Case Studies
- 00:09:31 Retention Program
- 00:09:35 Statistics
- 00:09:39 Phone Calls
- 00:09:49 Success
- 00:10:37 Netflix for Insurance
- 00:10:45 Meeting with Us
- 00:10:50 Retention and Remarketing
- 00:11:00 Cross Selling & Upselling
- 00:11:17 Renewal Reviews
Resources for When to Cross Sell Insurance
Check out the blog associated with this video: Insurance Cross Selling Strategy for Renewal
Download our FREE Renewal Review Process Planner
Would You LOVE To Make Renewal Reviews? Learn More!
Ready to Plan Your Renewal Call Strategy? FREE Renewal Review Process Planner
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