Identifying cross-sales opportunities has never been more critical. (iStock)
If you're an independent agent or captured agency owner who sells personal lines of insurance, you know cross-sell opportunities — for commercial, secondary properties, additional vehicles, toys, businesses, life insurance, retirement assets and personal umbrella policies — are routinely missed during new business and policy reviews.
While cross-selling has been a part of the insurance industry since its inception, the lack of continued sales training, education and repeatable processes have cost agents and carriers billions in lost revenue over the years.
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