Cross-Selling to Individual and Group Clients
The ability to identify and act on cross-sell opportunities is not only a way for you to increase revenue; it's also a way to provide more value to your current clients.
You can identify these cross-sell opportunities by running reports in your agency management system. But, then comes the tricky part: figuring out what to say and how to deliver the message.
You can use these plain-text templates to start cross-selling across your book of business immediately. They're completely flexible, so you can edit as needed.