Data analytics tools can quickly uncover more cross-sell opportunities for insurance agents and brokers. (whiteMocca/Shutterstock.com) Data analytics tools can quickly uncover more cross-sell opportunities for insurance agents and brokers. (whiteMocca/Shutterstock.com)

Insurance agents are the consummate salespeople. So I'm probably preaching to the choir when suggesting that cross-selling will grow business. Agents already know it is important. Many of them actively bring cross-sell opportunities to their clients every day.

But most insurance agents are not using technology and data analysis to identify every opportunity, and this way, leave significant money on the table. With better use of technology and data, agents can increase their sales funnel by 20% to 30% simply with cross-sell opportunities within their current client bases.

Want to continue reading?
Become a Free PropertyCasualty360 Digital Reader

Your access to unlimited PropertyCasualty360 content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Breaking insurance news and analysis, on-site and via our newsletters and custom alerts
  • Weekly Insurance Speak podcast featuring exclusive interviews with industry leaders
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical converage of the employee benefits and financial advisory markets on our other ALM sites, BenefitsPRO and ThinkAdvisor
NOT FOR REPRINT

© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.