[White Paper] Increasing Revenue & Retention: Efficiently identify and act upon cross-sell opportunities

Cross-sells are crucial to growing your revenue, retention, and referrals. Learn how you can more efficiently identify and act upon your cross-sell opportunities with an industry-specific agency management system.


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New Prospects Cost 25 Times More Than Existing Clients

Selling to an existing client is far and wide smarter and more beneficial than acquiring a new prospect. Existing clients bring with them loyalty, trust, referrals, and more money. 

However, lacking an efficient way to identify and act upon potential cross-sell opportunities puts a strain on agents' productivity. Agents and agencies need a solution to help them overcome this problem.

In this white paper, you'll learn about how agencies are using industry-specific agency management systems (AMS) to efficiently identify possible cross-sell opportunities and effectively convert them.

In this white paper, we'll discuss:

  • WHY AGENCIES NEED AN EFFICIENT SYSTEM TO CHASE DOWN CROSS-SELL OPPORTUNITIES

  • THE 3 MAIN PROS YOU FIND WITH CROSS-SELLS

  • HOW ONE AGENCY USED THE CROSS-SELL REPORT TO GROW THEIR BOOK OF BUSINESS BY 20%

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Mark B.

We’ve found the reports to be extremely beneficial in helping us track our book of business. By using the cross-sell report in AgencyBloc, our top two brokers have each been able to grow their life books of business by 20%!
—Mark B, Thompson-Brooks insurance

Kathy B.

Not only is AgencyBloc’s software compatible with our computer system, but it also works from any device. We never knew how efficient our business processes could be until we started using AgencyBloc. We love all the capabilities and efficiencies it allows us.
—Kathy B, Illiana Insurance Agency, Ltd.