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Cross-Sell Flip-Charts™ »
Commercial Lines EDITION
 
Click on the image above for a larger view of this chart.
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 policy and endorsement needs while on the phone with a client.
Managers and principals: Get a
flip-chart for every commercial lines CSR in your office.
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Size.
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8.5" x 11".
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| Color.
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Printed in full color. |
| Paper.
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Durable white cover stock. |
| Binding.
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White comb bound for easy flipping.
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Included on each flip-chart »
 | First three flip-pages.
Separate pages for agency 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.
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| Last flip-page.
Presents 30 red flags to help each CSR to spot valuable sales and
referral opportunities that they might otherwise overlook.
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| Back page. Displays
tips and easy-to-follow examples for retaining business insurance
accounts during both hard and soft market cycles.
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| Appearance. 8.5" x
11". Printed in color on durable white cover stock. White comb bound.
Stylish in appearance.
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