The Advisor Approach: Cross-Selling by Fact-Finding

 

Break free from the salesy (and stereotypical!) mold that clients sometimes associate with insurance agents. Learn how to switch up your approach and transform your sales success.

 

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Ask the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

 

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Resources:

4 Ancillary Cross-Sales to Show Clients You Care: https://ritterim.com/blog/four-ancillary-cross-sales-to-show-clients-you-care/

Download A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products: https://ritterim.com/selling-ancillary-with-medicare/

Insurance Cross-Sales: Everything You Need to Know to Get Started featuring Josh Hurley: https://link.chtbl.com/ASG408

Secure a Bigger, Better Business with Ancillary Products: https://link.chtbl.com/ASG586    

Tips for Cross-Selling Medicare Products: https://link.chtbl.com/ASG410

Watch the Cross-Sell to Fill Coverage Gaps or Unmet Needs Knight School Module: https://ritterim.com/knight-school/expand-dominate/cross-sell/

Where & How to Start Cross-Selling to Fill Insurance Coverage Gaps: https://link.chtbl.com/ASG548