 | The basics. Guides
CSRs through the basic cross-sell / upsell process. Separate tracks
for every insured, plus auto-only and home-only clients. Includes
suggested ways to obtain missing policy x-dates and other basic sales driven
information. Total of 18 talking points.
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| Increased limits.
Increased liability limits are important and easy to sell. All that a CSR has to do is convince a consumer that they need more of
what they already possess. The chart helps reps to convince insureds
to increase their limits or add an umbrella. Displays 15
talking points.
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| Combine policies. Chart helps CSRs to motivate insureds and
prospects to place all of their personal insurance (primarily auto and
homeowners) with your office. Presents 23 talking points.
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| Common discounts. Lists 30 potential discounts for most
major personal lines policies, including specific sections for auto, home,
and boat. CSRs can customize this list as needed. CSR attention to
discounts can partially fund additional insurance purchases, while
reassuring the consumer that they are enjoying favorable pricing.
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| Common options. Chart presents over a dozen popular
endorsements to suggest to selected auto and homeowners insureds.
Talking points are presented for each. These include such favorites as
rental reimbursement, replacement cost on contents, and identity-theft.
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| Who, when and how to ask for referrals.
The back page of
the chart lists over 20 suggestions to develop fresh sales leads. It
helps CSRs to ask the right people, at the right time. It also suggest
how to ask.
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