Insurance cross selling techniques

    • [PDF File]Sales management and agent training and motivation

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      Sales management and agent training and ... * Note: The number of insurance agents of 2003 included both life insurance and non-life insurance agents. Source of data: CIRC ... Cross training Learning through sharing knowledge among the knowledge among the sales teams, implement


    • [PDF File]Cross-Selling: Offering the Right Product to the Right ...

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      Cross-Selling: Offering the Right Product to the Right Customer at the Right Time Wagner A. Kamakura Duke University SUMMARY. Cross-selling is an old and valuable technique used by


    • [PDF File]The Three Golden Rules of Cross-Selling

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      The Three Golden Rules of Cross-Selling Most banks and insurance companies recognize the value to be captured from effective cross-selling. Many have evolved into multiproduct, multichannel companies, yet the typical retail customer still holds only about two products, out …


    • [PDF File]SUGI 28: Multistage Cross-Sell Model of Employers in the ...

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      cross-sell modeling at the business-to-business (or employer) level. For example, it examines selling Group Medical Insurance to employers Group Long-Term Disability plans. The independent variables used were employer level transactional data (years of relationship, number of …


    • [PDF File]Cross-Selling Credit Union Services

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      Cross-Selling Credit Union Services and Next Suggested Product 3 OVERVIEW OF CROSS SALES, GENERATE LEADS AND SALES TRACKER Cross Sales is part of a full-feature sales system that included Cross Sales, Sales Tracker and Generate Leads. Sales Tracker is a historical record of all sales interactions with members.


    • [PDF File]101 Ways to Succeed in Selling

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      101 ways to be successful in selling yourself, a product, service, or an idea. The ideas, methods and techniques presented are so easy to apply you can start using them today. And, they’re so effective you’ll want to continue to use them for a lifetime. 101 ways to succeed in selling is small enough to keep in your briefcase or on your desk.


    • [PDF File]A database approach to cross selling in the banking ...

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      approach to cross selling, which is believed to be the key value-enhancer in the future. ... selling simple general insurance products over the phone. The hit rate can be as high as one in ten. Nevertheless, ... techniques based on the most current transactional data. The result is a comprehensive system to match different products to each ...


    • [PDF File]EMAIL TEMPLATES FOR INSURANCE AGENTS

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      EMAIL TEMPLATES FOR INSURANCE AGENTS. We want to make your life easier. So, we typed up these email templates for you to use when you’re setting up those ongoing email campaigns . or for when you’re simply reaching out to a current prospect or client.


    • [PDF File]MaximizingCross-Sell Opportunities with ...

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      Figure 1: Customer segmentation into quadrants of lifetime value and cross-sell opportunity (i.e., probability). If we can identify which customers are our best cross-selling opportunities, we can proactively focus our marketing efforts on them. With this in mind, Figure 1 shows four cross-sell marketing quadrants that describe


    • [PDF File]Cross-Selling Check-Up: Are You Effectively Timing ...

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      Timing is Everything Œ Especially When Cross-Selling Cross-selling is the strategy of selling additional products to a customer who has already purchased, or signaled their intention to purchase, a product from your firm. That™s obviousŠyet, deceptively simplistic. The devil is in the details. Most financial institutions agree that cross ...


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