Agency Performance Partners

How To Cross Sell Insurance

INSURANCE AGENCY E-COURSE

How to

cross sell

Insurance

You know your book of business has a great deal of opportunity but you don’t seem to have a strategy to help your team identify and close cross selling business. Every day you hear how your team is too busy to cross sell insurance, and you sit back and see opportunities pass the team by. You know your team needs a plan with training and scripts but this isn’t what you do best. Cross selling insurance can happen when your agency has a plan to share with the team on how to grow from your current clients. That is exactly what this course will provide your agency.

How To

cross sell

INSURANCE

SELLING MORE TO CURRENT CUSTOMERS.

Are you tired of asking your team to cross sell insurance, but nothing ever really happens? Do you ask how you can help but the team just stares at you? Your insurance agency needs a different approach that engages the team and gives them a clear plan with expectations. This helps the agency embrace a cross selling strategy that simplifies everything and empowers everyone to succeed. This changes everything!

THERE’S JUST ONE PROBLEM:

No one has given your team a clear plan with scripts, time blocking and how to focus.

MAYBE THESE FEARS, UNCERTAINTIES AND DOUBTS HAVE YOU PARALYZED:

  • There’s no time 
  • Training is costly
  • No consistency
  • Little buy-in
  • There’s no plan
  • Small bursts don’t work

STEP 1

coffee.

cup

STEP 2

relax.

YOU HAVE A PLAN

Hi Agent!

I’M KELLY DONAHUE-PIRO

owner

I worked a summer job as a bank teller to pay for college. I realized that my co-workers weren’t taking advantage of incentive $$ by cross selling products. I started spending time learning how to sell since my bank had no training program for front line employees. Insurance was one of those products.

In 2000 I was still working at the bank. The executives loved me, and my co-workers hated me. I proved they could cross sell insurance but weren’t. I toned down my sales skills to be accepted and missed key career opportunities as I was graduating. I got my first job out of college and realized again that many small businesses had no sales and marketing strategy. I had to figure it out on my own.

The mortgage crash found me unemployed. I was recruited back into insurance by a tech company that was also making the switch. We were pioneers in digital marketing for agents. We found that insurance agencies were not equipped to convert a web lead effectively. I led the client management group that coached the agents in transforming. I worked with over 700 agencies in 6 years.

In 2014 the company I was working for was getting sold to Zywave, but I’d found my calling helping install systems into insurance agencies to help them become ridiculously amazing. We have worked with over 1,000 insurance agencies in the US and Canada. 

IF YOU WANT TO GROW YOUR AGENCY THROUGH CROSS SELLING INSURANCE

I HAVE GOOD NEWS FOR YOU...

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...you can with a plan

IT’S EASIER THAN YOU THINK

SPEAKING FROM EXPERIENCE

I know YOUR AGENCY CAN:

  • Look, Educate & Encourage Clients
  • Work to Cross Sell Insurance At the Point of Sale
  •  Turn Renewals into Opportunities
  • Convert Inbound Calls Into Quotes
  • Overcome Common Objections
owner

Ridiculously Amazing Agencies Outlast The Suck Of Change

— Kelly Donahue-Piro

OVER MY CAREER, I’VE LEARNED THAT THERE IS A STRATEGY TO SUCCESS

That’s Why I Created

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How To

cross sell

Insurance

E-COURSE

What if you could sell 2 cross sell insurance policies per week per team members – that you didn’t have before? What would that do for your team’s confidence and the agency’s growth? You may have asked your team to cross sell in the past but it never really worked. As the owner you feel that cross selling is simple, but your team sees it more as a competing priority. If you could get cross selling going in your agency would that change everything?

HERE’S WHAT YOU’LL LEARN

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LESSON 1

Team Leader: Keys To Success

We help the agency get set up for success by helping you get organized to maximize this course. 

This includes AMS360, Hawksoft & Applied Epic Tips. 

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LESSON 2

Cross Selling Approach

We will start to define cross selling as well as outlining that cross selling really is mainly educating clients and a very small percentage of that is sales. In this lesson we review the common hurdles of cross selling (including time) and how to overcome them!

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LESSON 3

Cross Selling New Business

If we can cross sell new business at the start of the relationship it’s a winning ticket. We review the top questions to ask and provide a sample quote sheet with sales questions.  

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LESSON 4

Cross Selling At Renewal

Renewals present opportunity if you have the right strategy.  In this lesson we review how to take  renewal review and really rev up the cross selling opportunities. 

Insurance Sales 5

LESSON 5

Cross Selling On Inbound Service Requests

We want to take every inbound call and make it an opportunity. By looking, educating and encouraging our clients to other lines we can take a service call and convert it into an opportunity. 

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LESSON 6

Presenting The Quote & Overcoming Objections

How you present the quote matters deeply on your chance to sell it. When we email a quote we hold back our potential. In this lesson we review the importance of how you present a quote and then embrace and overcome any client concerns. 

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LESSON 7

Conclusion

Let’s review what we have learned and how to apply it in our daily activities! 

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LESSON 8

Bonus Section

  • Cross selling mortgage leads
  • Cross selling between departments
  • Cross selling life insurance
  • Cross selling umbrella insurance policies
  • Cross selling cyber liability insurance
  • Cross selling EPLI
  • Cross selling non-standard a renters policy

HERE’S WHAT'S INCLUDED

  • 8 LESSON COURSE
  • WORKBOOK
  • SCRIPTS
  • AMS360, Hawksoft & Epic Set Up Course*
  • ROLE PLAY VIDEOS
  • MANAGER SECTION
  • QUIZZES

YOU PAY ONLY

$245/month or buy now for $495 and own the course!

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THE CONSERVATIVE TOTAL VALUE OF THE PROGRAM FOR YOUR INSURANCE AGENCY

$10,000

EXCITED TO GET STARTED?

Here’s how:

 
  • Say YES to your agency and click the “BUY NOW” button anywhere on this page.
  • If you don’t already have an account with us, you can create a new account with your email address. You’ll have immediate (and forever) access to login and have 24/7 access to all modules and learning materials.
  • You’ll start the process of becoming Ridiculously Amazing!
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THIS COURSE WAS CREATED FOR INSURANCE AGENCIES JUST LIKE YOURS.

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THIS E-COURSE IS perfect IF YOU'RE

It seems like there is never any time to do anything – including cross selling insurance. There are competing priorities and service stacks up. But what if we can integrate sales into service and do a better job of cross selling at the point of sale? You may be thinking my team doesn’t have time for that or they aren’t sales people. I’ve been through this same story with hundreds of agents, and the reality is there is a cost to doing nothing. I’ve learned that the best time to do anything is right now. You can always put off the work and hope it gets better — but we all know that hope is not a strategy.

YOUR INVESTMENT TO BECOME

Ridiculously Amazing

WITH THIS COURSE!

NOW IT’S TIME TO MAKE A DECISION.

YOU CAN DO NOTHING, AND BE EXACTLY WHERE YOU ARE NOW ONE YEAR FROM TODAY. OR, YOU CAN HOP ON BOARD FOR ONLY $245 PER MONTH AND GIVE YOUR AGENCY THE PLAN IT DESERVES.

If you want a ridiculously amazing agency, then yes, it’s for you. But remember, businesses don’t build themselves. If you’re willing to watch the entire course and put time and effort into implementing your new knowledge with your team, you’ll have the tools you need to succeed. Simply put, you have to put in the work.

Our goal is for your team to get organized to the point where they are working ahead on renewals rather than behind. 

Once you purchase the course you will be emailed instructions on how to set up your account and log in. Be on the lookout!

Each lesson has a defined time when you log in. Generally they are 10-15 minute lessons. 

If you’re not happy, we aren’t happy! Reach out to us so we can understand your concerns and work out a solution. 

The Agency Performance Pack also includes AppX Retention, AppX Sales, AppX Time Management and our Quarterly Course Additions!