Add value by offering complementary products during client meetings.

Cross-selling isn’t just about making more money—it’s about providing real solutions for your clients. Suggesting a certain policy at the right time can make all the difference.

• Start with a Client Needs Assessment: Identify potential gaps in their current coverage.
• Introduce Products Naturally: Identify where they have gaps in coverage and propose solutions.
• Track Results: Monitor which products or sales pitches perform best to refine your approach.

Research Spotlight:

Hubspot shares that companies implementing cross selling strategies have seen an increase in revenue of up to 30%. It’s a great way to help your clients while also growing your business without additional marketing.

Today's Task:

Download our Client Needs Assessment

Related Resources:

• 15 Cross-Selling Strategies for Senior Market Insurance Agents
• The Ultimate Guide to Cross-Selling Insurance in the Senior Market