The Surprising Correlation Between Cross-Selling and Retention

It’s a great thing to be recognized as a company’s employee benefits broker of record. However, it’s a privilege that can be taken away at any time. You never want to leave the door open for competitors. That’s why it’s important to understand the correlation between cross-selling and retention. Building Value by Cross-Selling Each line […]
Should Agents Cross-Sell? What Clients Prefer

If you’re not cross-selling insurance products, you’re missing out on easy commissions and increasing the risk that your clients will leave. You could also be leaving your clients dangerously exposed. There are many reasons why agents should cross-sell. Imagine you go to the auto shop for an oil change. The mechanic sees that your tires […]