Description
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 member – 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)
- Workbook
- Bonus – Guide for Leaders
- Role Playing Videos
- Scripts
- Quizzes
- 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.
