Cross-selling fails when it is a campaign and works when it is timely and relevant. This finds the natural next cover and waits for a sensible moment to raise it.
What's Included
- The natural next policy based on what similar clients hold.
- Timing that makes sense such as a renewal or a business change.
- Declines remembered so nobody is asked twice.
- An assistant that explains why it is relevant to them.
How To Use
- Raise it at a renewal or a real change, never as a campaign.
- Record declines and respect them for a sensible period.
- Lead with the exposure, not with the product.
- Limit how often any one client is approached.
Base it on gap analysis, and raise it during the annual review.