Personal Lines CSR Cross-Sell Program™

TIME-TESTED IDEAS
AND TOOLS TO MOTIVATE
YOUR CSRs.

Only $249

This popular program helps you to accomplish three essential growth goals: To write new business for existing personal insureds, to increase your rate of retention, and to generate fresh commercial and life insurance leads.

The 24-page Manager's Guide leads you every step of the way. Helps you to get the absolute best sales results.  Encourage your CSRs with a special combination of bonuses, penalties, forms, sales aids, and regular meetings.

Cross-Sell Calculator™ CD helps you to project the monthly activities you want from each CSR, to budget for CSR bonuses and other expenses, and to project revenue, retention, and profit.  Generates a highly informative multi-page report, including a business case for CSR selling to present to your reps when introducing the program.  It also outputs CSR self-reporting forms to inform you of all new sales, referrals to agents, and cancellations, each and every month.  Requires Microsoft Excel 97 or later.

Three DELUXE Personal Lines Cross-Sell Flip-Charts™ [right] are included with the program.

Only $249



 

DELUXE Personal Lines
Cross-Sell Flip-Chart™

Helps CSRs to convert incoming service calls
into AGENCY PROFITS.

Only $30 each

New and veteran personal lines CSRs often need guidance in converting incoming service calls into additional commissions and referrals.  These deluxe seven-page charts assist your reps to upsell and cross-sell by increasing limits, add / combine policies, enhance existing contracts, and generate fresh leads with practical talking points.  Provide a chart to every personal lines CSR.  Includes space for reps to customize the chart for their individual needs. 

Here's what's included
on each DELUXE chart...

•  The basics.  Guides CSRs through the basic cross-sell / upsell process.  Separate tracks for every insured, plus auto-only and home-only clients.  Plus...

•  Increased limits. 
 
•  Combine policies. 

•  Common discounts.

•  Common options. 

•  Who, when and how to ask for referrals.

Only $30 each

Commercial Lines
Cross-Sell Flip-Chart™

Helps CSRs to convert incoming service calls
into AGENCY PROFITS.

Only $20 each

Help your commercial lines CSRs to convert incoming service calls into new business and referrals.  Reps can see at a glance where to look on the chart, based on the type of account: artisan, small business, or larger business.  CSRs use them to uncover policies and endorsements while on the phone with an insured.

The first three flip-pages are for insureds who are artisan contractors, small business owners, and owners of medium-to-large businesses.  Each page guides a commercial lines CSR through the entire phone call starting with a simple warm-up, before discussing any additional premium endorsements and new policies.  Pages continue with additional lead-ins, culminating in a series of protection-enhancing reminders.  Includes space for CSR to add their own reminders and comments.

The last flip-page presents 30 red flags to help each CSR to spot valuable sales and referral opportunities that they might otherwise overlook. The back page displays tips and easy-to-follow examples for retaining business accounts during both hard and soft market cycles.

Only $20 each