PERSONAL LINES CSR CROSS-SELL PROGRAM™
Managers Guide • Flip-Charts • Software • 10 Bonus Tools.

Target audience.
Personal lines departments.

Price. $249.

ORDER ONLINE

Details.
This time-tested program aids managers and CSRs to develop new business from existing personal lines insureds.  Includes tips, flips, software, and ten practical bonus tools.

Here’s what’s included…

Manager’s guidebook.
24-page guide helps managers to introduce, install, and monitor the program. Encourages CSRs with a special combination of bonuses, penalties, forms, sales aids, and regular meetings.  The guide walks managers through the steps needed to introduce the program to the toughest of all juries: the CSRs themselves.

3 Deluxe Cross-Sell Flip-Charts™.
New and veteran personal lines CSRs often need guidance in converting incoming service calls into additional commissions and referrals.  These deluxe seven-page charts assist reps to upsell and cross-sell by increasing limits, add and combine policies, enhance existing contracts, and generate fresh leads with practical talking points. Click here for complete details. (Charts may also be purchased separately from this package.)

Cross-Sell Calculator™ software.
Helps managers to project the monthly activities sought from each CSR, to budget for CSR bonuses and other expenses, and to project revenue, retention, and profit.  Generates an informative multi-page report, including a business case for CSR selling to present to the reps when introducing the program.  It also outputs CSR self-reporting forms to inform management of all new sales, referrals to agents, and cancellations, every month.  These reporting forms include room for CSRs to calculate their own bonuses and penalties.  Requires Microsoft Excel.

View sample software screens.

10 Bonus Tools for managers and CSRs.  All are editable Word files.

1. Lead Lifeline helps in assigning fresh sales leads to specific CSRs.
2. Contact Report urges CSRs to attempt a sale or to explain why they can’t.
3. Prospect Profiler helps reps to spot desirable leads for four key policies.
4. Rate-A-Fear form for CSRs to identify and score their own sales fears. 
5. Personal Insurance Preferences form for new clients to complete.
6. Future Sales Evaluator spots the top leads in a personal lines book.
7. CSR Prospect Report for reps to complete and turn in to management.       
8. Flip-Chart Introductory Memo from management to the CSRs.
9. CSR Sales Concerns Survey to “explain” why they can’t service and sell.
10. Sample Managerial Responses to the above survey.