D0 you know it costs five times more to get new policyholders than it does to keep existing policyholders? That in itself helps to understand the value of building a relationship with policyholders and turning them into both loyal customers and spokespeople for the insurance agency and insurance company. Word of mouth referrals remain one of the best ways to generate new business.
Despite increased competition and internet capabilities, statistics show policyholders continue to rely on the guidance of the agency distribution sales force. It then becomes paramount for support staff to seize the moment of opportunity in cross-selling to perfection. Our signature service, “Fundamentals of Cross-Selling” Sales Training Workshop helps support staff quickly identify where and how they are missing sales opportunities to close the gaps in the policyholder’s portfolio. Support staff learn, “Don’t Leave Money On The Table.”
