How to Cross Sell Insurance – Online Training For Your Team
99% of insurance agency owners feel cross selling insurance is important. However, only 40% feel successful at cross selling. We know your team has the opportunity to cross sell – but they don’t have all the tools to be successful. 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, 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 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.
What if you could sell 2 cross sell 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?
What You Get in the How To Cross Sell Insurance Course
- 400 slides of video content on how to tackle this challenge (broken into an average video length of 10 minutes)
- Bonus – Guide for Leaders
- Role Playing Videos
- How to track cross selling for Vertafore AMS360, Applied Epic, Hawksoft
Aren’t Convinced It’s Worth It?
- Will video courses work for me and my team? The answer is video courses are a start, you can always purchase consulting hours to help cement in the concept!
- Will people buy in? Our leadership course will help managers identify the best practices of taking the course from the workbook to the phones.
- We have too much going on now is not a great time. You can buy this course outright and use it when is best, but let’s be honest will there ever be a good time? The harsh reality is that there is a cost to doing nothing.