Insurance Cross-Selling Strategy - LEE - Look

Does your team have an insurance cross-selling strategy? Too many insurance agencies use hope as their strategy and, in our experience, that is a great way to get lackluster results.

So, what do we do? Don't recreate the wheel! Our insurance cross-selling strategy starts a great acronym:

L- Look
E-Educate
E-Encourage

If you take these three steps on new business, renewals, and inbound service calls, you will start getting your cross-selling on!

We have to create the good habit of cross-selling ― getting a routine has to be step 1!

Step 1 of the insurance cross-selling strategy is to look at the account ― don't just dive into transaction mode. We cover just this in our video:

3-Step Process
Step 1: Look
You must review the account to make a recommendation
Think about outcomes, not tasks

It's the launch of our Agency Performance Pack How to Cross Sell Insurance! Start cross selling with your insurance team with our ALL NEW e-course.

Included in this E-Course is:
✅ Management Roll Out Guide with best practices, management system tracking, and help getting started
✅ Engaging Video Training on Cross Selling at New Business, Renewal and on Inbound Calls
✅ Hacks on getting your team started with training
✅Workbooks, Quizzes, and Role-Playing Videos
✅ Cross Selling Scripts with new business, at renewal, on inbound service requests

BONUS Content! 💡
💡 Making Outbound Calls to Monoline Clients
💡 Cross Selling Mortgage Leads
💡 Cross Selling Between Departments
💡 Cross Selling Life Insurance
💡 Cross Selling Umbrellas
💡 Cross Selling Cyber Liability
💡 Cross Selling EPLI

✴️ 50% Off Special Pricing 7.15-7.31 ✴️
✴️ Buy This Course for $495 (regularly $995) ✴️

Or subscribe to the Agency Performance Pack to get this course AND...
🎉 AppX Retention (making renewal review calls)
🎉AppX Sales (sales process)
🎉Reducing Remarketing While Increasing Retention
🎉Turning Every Inbound Call into Opportunity
🆒 Plus, new courses added every quarter!
Just $245 per month and you can cancel at any time!

Ready to get started? Click here: