2. 02
It can be a challenge to get your
consumers to buy several items
without seeming "pushy." To get
you started, here are 4 great
ideas!
3. 03
#1 - THE "BEYOND THE
HOT DOG" APPROACH
This attitude may be the culprit if your client is hesitant to
establish their strategy any more than they already have. A
delicate balance has to be struck — without unintentionally
devaluing the concept of their original cover, you need to
illustrate what additional insurance policies might give them.
4. 04
#2 - THE "ONE AND
DONE" APPROACH
Conversely, for entirely different reasons, a new
customer can shy away from cross-sold insurance
products. They may want to "wade into" insurance,
particularly if the process is new to them.
Appeal to their sense of ownership of the commodity
for which they receive coverage-person, property, or
mechanical.
To be proud of their reason for contacting you, they
are in a mindset: a new parent caring for an infant, a
new homeowner setting up their house, etc.
5. #3 - The "There
When You Need
Us" Approach
Periodic 'newsletter' type emails with
actionable advice (e.g. how to correctly and
safely defrost your windshield for a December
email in winter) provide you with a forum to
address detailed coverage of protecting
vehicles.
By putting the reminder in their "mental
dashboard" and providing a contact link,
you'll inspire them to take action while the
concern is fresh on their mind.
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6. #4 - The "Easy to
Add" Approach
The aim is to be prompt, straightforward, and optimistic
in your approach, no matter how you frame cross-sale
products to your customers.
One of the most precious possessions a person can hold
is peace of mind in all areas of life: you know it, and with
a little effort, you can be sure that your customers do
too.
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