Increase sales with better client data tracking using your agency management system. Get a big boost in cross-sells.
It’s no surprise that finding new business is more costly and time consuming than growing the business you already have. But, are you doing all you can to maximize your current client list? If you don’t have the best agency management system to give you the full picture, you could be missing out on a lot of opportunities.
Your role as an insurance agent is to understand the insurance needs of your clients and help them address those needs. Agents who make this a part of their systematic sales approach will have the most success with up-sells and cross-sells. While most clients are naturally resistant to be “sold” anything, if you interact with them as more of an advisor than a salesperson, cross-sells are more likely to happen.
While technique is important, it’s the technology that makes it possible. QQCatalyst – our game-changing agency management system – can keep track of all your client and policy data and integrates a variety of social media tools to help you track additional information. By deepening your understanding and knowledge of your clients, you can expand and enhance your relationship with them.
For example, a client with a large homeowner’s policy may also be interested in insuring artwork, antiques, or other home décor. While clients with multiple types of vehicles, like RVs, boats, and motorcycles, could benefit from an umbrella liability policy.
Running a cross selling report in QQCatalyst. In this example, we're looking for customers who have their homeowners' insurance with us, but who don't have their auto insurance with us. This information will help us in cross-selling.
By keeping track of your clients and their potential needs, you’re not just increasing your potential for sales, you’re providing an invaluable customer service that will positively affect the retention of your customers. Learn how QQCatalyst can give you a clearer picture of your customers’ needs and help you increase sales by cross selling – get for a demo today!
