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Ideas for Cross-Selling Your Clients

The idea of being "pushy" or "demanding" goes against the nature of people, with most agent struggling at some stage in their career with the idea of approaching client. In some businesses, treating the customer with the proverbial kid gloves and letting them take the lead works, but insurance is not one of them.

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Ideas for Cross-Selling Your Clients

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  1. 01 4 IDEAS FOR CROSS-SELLING YOUR CLIENTS

  2. 02 It can be a challenge to get your consumers to buy several items without seeming "pushy." To get you started, here are 4 great ideas!

  3. #1 - THE "BEYOND THE HOT DOG" APPROACH 03 This attitude may be the culprit if your client is hesitant to establish their strategy any more than they already have. A delicate balance has to be struck — without unintentionally devaluing the concept of their original cover, you need to illustrate what additional insurance policies might give them.

  4. #2 - THE "ONE AND DONE" APPROACH 04 Conversely, for entirely different reasons, a new customer can shy away from cross-sold insurance products. They may want to "wade into" insurance, particularly if the process is new to them. Appeal to their sense of ownership of the commodity for which they receive coverage-person, property, or mechanical. To be proud of their reason for contacting you, they are in a mindset: a new parent caring for an infant, a new homeowner setting up their house, etc.

  5. 05 #3 - The "There When You Need Us" Approach Periodic 'newsletter' type emails with actionable advice (e.g. how to correctly and safely defrost your windshield for a December email in winter) provide you with a forum to address detailed coverage of protecting vehicles. By putting the reminder in their "mental dashboard" and providing a contact link, you'll inspire them to take action while the concern is fresh on their mind.

  6. 06 #4 - The "Easy to Add" Approach The aim is to be prompt, straightforward, and optimistic in your approach, no matter how you frame cross-sale products to your customers. One of the most precious possessions a person can hold is peace of mind in all areas of life: you know it, and with a little effort, you can be sure that your customers do too.

  7. Contact Us 07 WEBSITE www.prospectsforagents.com PHONE NO. 1-866-701-1558 EMAIL sales@prospectsforagents.com

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