🔗 Cross-Sell Without Being a Nuisance

Most of my clients hold one policy with me and several with someone else. Build me a cross-sell app. For each client, compare what they hold with what clients of a similar type and size typically hold, and identify the natural next policy. Score each opportunity on relevance and likely value. Crucially, only surface an opportunity when there is a sensible moment to raise it, such as an upcoming renewal of a related policy, a recorded change in their business, a claim that revealed a gap, or an annual review falling due. Record every time a client declines something, with the date and reason, and suppress that opportunity for a period I set. Add an AI agent that explains why a particular cover is relevant to that specific client in terms of their own business and exposure rather than generic product benefits, and drafts the way to raise it. Automate two things: attach relevant opportunities to a renewal when it starts, and a scheduled monthly list of well-timed opportunities to each agent. Two logins: an agent who sees their own clients, and an owner who sees the whole book.