This interactive session helps insurance professionals confidently identify and act on cross-selling opportunities, without feeling “salesy.” It tackles common misconceptions about selling, builds a duty to protect mindset, and gives practical communication tools to help position additional covers as helpful, not hard sell!
-Understanding what cross-selling really means (and what it’s not)-Identify authentic ways to uncover and act on client needs-Build confidence in approaching an identified opportunity-Challenge unhelpful myths that hold us back from cross-selling successfully.