As an insurance firm, one of the biggest challenges you face is the retention of your current client base to boost profits and improve growth.
Prospecting is a reporting tool within Cross$ell that allows you to gather information from many sources to identify current clients that can benefit from your services. You will utilize the Cross$ell step-by-step approach called ACE - Analyze, Customer contact and Execution to increase number of customers with multiple products and identify others that could utilize additional products.
The Analyze step can be enhanced by utilizing information from your current carrier to narrow down prospects that have a propensity to buy insurance from your firm.
Talk to us about how our tailored messages can harvest from old prospects and boost your sales at a lower cost.
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