Cross Selling Essentials: Expo Recap

cross selling essentials

A Comprehensive Cross Selling Recap

If you attended one of our Medicare & Senior Market Expos this month, you learned how essential cross selling is to building your business and serving your clients. You heard from Jane Feit, Ancillary Products Manager (how did you fare during her trivia game?), the Carrier Representatives, and the experienced broker panel who all promoted the practice of cross selling.

 

If you didn’t attend, here’s a recap!

cross selling pyramid

Bring up the products to your clients! Even if they don’t want to purchase at that first appointment, you have introduced the idea and the need.

Use the Generic Scope of Appointment Form to compliantly discuss Hospital Indemnity, Dental & Vision during your Medicare Advantage Appointments. You can download the Generic SoA at our Cross Selling Strategies site.

Use the tools in our Cross Selling Strategies Selling System

  • Sample Call Script
  • Senior Market Quote Engine
  • Steps to Success
  • Cross Selling Webcasts

Must Have Products for Your Portfolio


There are many valuable products to offer your clients, but we suggest getting contracted with these essential carriers first.