CROSS-SELL FLIP-CHART™
Comercial Lines Edition.

Target audience.
Commercial lines customer service representatives / agents.

Price. $25.

ORDER ONLINE

Details.
Chart size: 8.5" x 11".
Pages: 5.
Ink: Printed in full color.
Paper: White card stock.
Binding: White comb bound.

Helps 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 utilize them to help uncover extra protection needs while on the phone with a client.  Includes white space for CSR to add their own reminders and comments.

Contents of the flip-pages.

The first three flip-pages.  
Separate pages for agency insureds who are...

Artisan contractors.
Small business owners.
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.

Last flip-page.  Presents 30 red flags to help CSRs spot valuable sales and referral opportunities that they might otherwise overlook.

Back page.  Displays tips and easy-to-follow examples for retaining business insurance accounts during both hard and soft market cycles.