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Stop Insurance Cross-Selling ― Start Cross-Educating Clients

Posted on July 13, 2021 by Alex Arellano

Stop Insurance Cross-Selling

Cross-selling is incredibly important in insurance, and this next topic can be transformative for your agency. If you’re looking at insurance cross-selling from a sales standpoint, you might not exactly think about it as the powerful tool that it is. You might shy away from cross-selling, or avoid it altogether.

“All we’re doing is educating the clients and allowing them to make a decision, which should be in everybody’s comfort zone.”

If that’s you, you’re definitely not alone, and that’s exactly why we think you need to stop insurance-cross selling. Instead, you need to flip your point of view, and start cross-educating.

Cross-educating in insurance is absolutely vital, which is while we’re launching a brand new course on it. As you can see, we’re moving away from calling it cross-selling, because of the way we actually see this philosophy.

 

Here’s how we define cross educating:

“Providing value to your clients by educating them on ways you can help them save money and best protect what they work hard for, all while saving valuable time by working with one agency.”

 

By cross-educating your clients, you’re simply letting them know their options, with the heart of the teacher. In our brand-new course, we’ll be diving deep into this topic, and help you overcome some of the issues that you may be facing during your cross-education process.

 

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