Finding ways to maximize revenue without adding more manual work is a game-changer, it’s a great way to grow the profitability of your insurance agency. Agent CRM is designed to help insurance agents cross-sell and upsell with ease—automatically. By using the built-in workflows and pre-configured campaigns, you can ensure that your clients are continually offered the right products at the right time, all without lifting a finger.
Insurance agents who sell life insurance, Medicare, or auto insurance often face the same challenge: after making a sale, how do you continue the relationship and offer more value to the client? Without a system in place, it’s easy to miss opportunities to sell additional products like annuities, dental plans, or umbrella coverage.
Agent CRM solves this problem by automatically triggering cross-sell and upsell workflows after a sale, helping agents boost their revenue with minimal effort.
Example: Cross-Selling for Life Insurance Agents
For life insurance agents, Agent CRM’s automated workflows can make a huge difference in increasing revenue. After selling a life insurance policy, many agents don’t have the time to manually follow up with each client to offer additional products like annuities or health insurance. With Agent CRM, once a policy is sold and tagged in the system, the cross-sell workflow kicks in. For example, 45 days after the life policy is sold, the system can automatically send a personalized email introducing the client to annuities.
This email can include valuable information about retirement planning and how an annuity complements their life insurance policy. Since everything is fully customizable, agents can adjust the timing and language of the emails to suit their sales style and client base. As Will Winter mentioned during the Branning Bundle launch, “Once you tag them as sold, our system handles the rest. You don’t have to think about it; you just sell the product, and 45 days later, the cross-sell email goes out.”
“I made an extra $10K last year just from the upsell campaigns Agent CRM ran for me automatically. This system has transformed my business.” — Becky W
Example: Cross-Selling for Medicare Agents
Medicare agents are often overwhelmed during the Annual Enrollment Period (AEP), which makes it hard to focus on offering additional products to clients. Agent CRM’s Medicare-focused workflows automatically offer cross-sells like dental or vision plans to Medicare clients. For example, after a client enrolls in a Medicare Advantage plan, the system can send out an email 30 days later offering them a discounted dental or vision plan.
This is a huge time-saver and ensures that clients know all the services you provide, without you having to manually reach out. As Will Winter pointed out, “You don’t want to sell five products on one call. Instead, let Agent CRM drip valuable product suggestions over time. That way, you avoid overwhelming your clients and keep the relationship going.”
“I used to forget to follow up with clients about additional services, but now Agent CRM handles it for me. My revenue has never been better.” — Ronald C
Example: Cross-Selling for Auto Insurance Agents
Auto insurance agents can also benefit greatly from Agent CRM’s cross-sell workflows. After selling a standard auto policy, agents often have opportunities to offer clients additional products, such as umbrella coverage or renters insurance. With Agent CRM, 45 days after the auto policy is sold, the system automatically sends a cross-sell email offering umbrella coverage for added protection.
The automated workflows are completely customizable, so agents can adjust the timing and content based on their client base. You can set up a workflow to send multiple emails over a period of time, reminding the client about the benefits of umbrella insurance or other supplemental products.
“Agent CRM helped me upsell three umbrella policies last month, all through automatic emails. I didn’t even have to think about it!” — Luis T
Stop Missing Out On These Sales
Agents who don’t have automated cross-sell and upsell systems in place often struggle with missed opportunities. Without a system like Agent CRM, agents are forced to manually remember to follow up with clients after a sale, which can lead to forgotten emails, delayed outreach, and lost revenue. Agent CRM solves these issues by automating the entire process, ensuring no client falls through the cracks.
With automated cross-sell and upsell campaigns, agents can focus on their core sales work, knowing that the system is working in the background to maximize client value.
Sign Up for Agent CRM Today
Don’t let cross-sell and upsell opportunities slip through your fingers. With Agent CRM, you can automate your workflows, increase your sales, and grow your business effortlessly. Whether you’re a life insurance agent, Medicare agent, or auto insurance agent, Agent CRM has the tools to help you succeed.
Sign up for a free trial at Agent CRM and see how our automated workflows can transform your business.
David Duford Highlights Agent CRM: “You’ll Discover a Huge Benefit of Using Agent CRM Over the Other Ones” (High Level platforms for insurance agents)
