CROSS-SELLING.BIZ
THE BUSINESS OF CROSS-SELLING INSURANCE.

Cross-Sell Program
 

 

Home
About Us
P&C Sales Links
Contact Us
Order Online

 

Personal Lines CSR Cross-Sell Program™ »
Proven Program Encourages and Motivate CSRs.



This time-tested, popular program helps you to accomplish three essential growth goals: To write new business for existing personal insureds, to increase your rate of retention, and to generate fresh commercial and life insurance leads.

Here's what's included >

bullet24-page Manager's Guide.  Leads you every step of the way. Helps you to get the absolute best sales results.  Encourage your CSRs with a special combination of bonuses, penalties, forms, sales aids, and regular meetings.  The guide walks you through the steps needed to introduce your program to the toughest of all juries: the CSRs themselves! 

» Click here for a sample page from the Manager's Guide.
 
bulletDELUXE Personal Lines Cross-Sell Flip-Chart™.  Help your personal 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 main policies already written: auto-only, home-only, or auto and home.

» Click here for details.
 
bulletPLUS » Ten Bonus Tools for Managers and CSRs.  Helpful templates for Word.  Click for details.

Cross-Sell Calculator™ software.  Helps you to project the monthly activities you want from each CSR, to budget for CSR bonuses and other expenses, and to project revenue, retention, and profit.  Generates a highly informative multi-page report, including a business case for CSR selling to present to your reps when introducing the program.  It also outputs CSR self-reporting forms to inform you of all new sales, referrals to agents, and cancellations, each and every month.  These reporting forms include room for CSRs to calculate their own bonuses and penalties.  Requires Microsoft Excel 97 or later.

» Click here for sample screens.
 
bullet  ALSO RECOMMENDED »   MINI-GUIDE: 80 SALES IDEAS FOR PERSONAL LINES CSRs.

Software Requirements >
 
bulletMicrosoft Excel 97 or later and Microsoft Word 97 or later.
bulletCross-Sell Calculator™ requires Excel to run.

Windows®, Excel® and Word® are all trademarks of Microsoft Corporation.
Cross-Sell Calculator™ is a trademark of Shulman Consulting Group, Inc.

Personal Lines CSR Cross-Sell Program™

    US Funds
Manager's Guide • 3 DELUXE flip-charts • CD software        $249


 
© 2007 Shulman Consulting Group, Inc.  All rights reserved.  |  Contact us  |  Also visit www.agencyideas.com.