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How To Cross Sell Insurance
Welcome Introduction
Welcome- Getting Started (1:28)
A Few Notes From Our Attorney
About The Instructor (2:00)
How to Launch This Course- FOR TEAM LEADERS (Students Skip to Student Course Overview)
Downloadable Resources (0:57)
How to Use This Course (5:38)
Common Cross Selling Hang Ups (12:11)
What to Watch For (3:15)
How to Coach Your Team (3:48)
How to Track Cross Selling For AMS360, Applied Epic & Hawksoft
Setting Cross Selling Goals (4:06)
Creating A Cross Selling Incentive Plan (5:22)
How to Hold Your Team Accountable (3:18)
Cross Department Cross Selling Considerations (6:09)
Marketing/Advertising for Cross Selling (3:48)
Student Course Overview I
Welcome - Getting Started (3:30)
About the Instructor (3:30)
Downloadable Resources (1:40)
What We Will Track (2:32)
How To Be A Great Student (4:43)
Cross Selling Approach
Defining Cross Selling (2:59)
Why Cross Selling is Critical (5:14)
Cross Selling Is More Education Than Sales (4:15)
Common False Beliefs of Cross Selling (7:45)
Overcoming The Hurdle of Time (3:50)
Core Cross Selling Strategy (3:48)
3 Ways to Cross Sell (3:00)
Cross Selling Philosophies (1:53)
Cross Sell Quoting Over The Phone (3:25)
Take the Quiz
Cross Selling With New Business
Why Cross Selling New Clients is Critical (3:34)
Building Rapport to Get the Cross Sale (4:59)
3 Questions to Ask Prospects (3:33)
Sample Quote Sheet (3:43)
Assuming The Quote (2:19)
Hit Your Potential (1:50)
Cross Selling New Business Scripts (1:54)
Role Playing Video (13:38)
Your Goal & Tracking (2:05)
Take The Quiz
Cross Selling At Renewal
Why Cross Selling At Renewal is Critical (4:14)
Conducting Renewal Reviews (4:53)
Sample Renewal Review Sheet (5:33)
3 Renewal Questions to Ask Clients (3:38)
Cross Selling When A Client is Concerned About Rate (12:36)
Hit Your Potential (2:18)
Cross Selling Renewal Scripts (2:10)
Role Playing Video (7:50)
Your Goal & Tracking (1:56)
Take the Quiz
Cross Selling On Inbound Service Requests
Why Cross Selling When People Call You is Critical (3:25)
Help & Educate The Client (3:29)
How to Pivot from Service to Education (3:57)
Sample Endorsement Sheet with Cross Selling (5:41)
Hit Your Potential (2:39)
Cross Selling Service Scripts (4:05)
Role Playing Videos (12:24)
Your Goal & Tracking (1:51)
Take the Quiz
Presenting the Quote & Overcoming Objections
Why Clients Object to Cross Selling (4:38)
Embrace Your Client's Concern & Encourage (7:54)
Overcoming Their Concern For a Quote (7:56)
How to Present the Opportunity (8:33)
Overcoming Their Concern to Purchase (6:14)
Effective Follow Up (5:49)
Hit Your Potential (3:10)
Overcoming Objection Scripts (1:38)
Your Goal & Tracking (1:47)
Take the Quiz
Conclusion
Recap of Main Topics (1:47)
The Drive to Hit Your Potential (4:47)
Questioning Your False Beliefs (5:33)
Celebrating Your Wins (1:57)
What's Next? (1:48)
Bonus Section
Making Proactive Calls to Monoline Accounts (21:40)
Cross Selling Mortgage Leads (6:00)
Cross Selling Between Departments (3:59)
Cross Selling Life Insurance (6:13)
Cross Selling Umbrellas (4:41)
Cross Selling Cyber Liability (3:47)
Cross Selling EPLI (3:10)
Conclusion (0:42)
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Assuming The Quote
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