The Ridiculously Amazing Insurance Podcast: Insurance Cross-Selling Tips ― 3-Minute Mashup

Insurance Cross-Selling Tips ― 3-Minute Mashup

Jul 16, 2021

In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro brings you a mashup of her 3-minute videos. Kelly discusses what cross-selling is, some of the false beliefs about cross-selling, cross education, and what the hook is all about.

Episode Highlights:

Kelly mentions the new training course they’ve recently launched. (0:42)
Kelly gives an overview of the topics covered in the video course. (3:21)
Kelly details what cross-selling actually is. (4:38)
What’s the number one reason why people do not cross-sell? (5:28)
Kelly mentions the definition of cross-educating. (7:59)
Kelly explains the process called combine, save, and simplify. (13:23)
Kelly shares the best way to hook clients. (14:35)

Key Quotes:

“Everybody needs to plan. You can't just say cross-sell and hope for the best. People need to know what to say, how to say it, how to overcome the objections and get to as many yeses, as humanly possible.” - Kelly Donahue-Piro
“Our philosophy on cross-educating is this: Providing value to your clients by educating them on ways you can help them save money and best protect what they work hard for, all while saving valuable time by working with one agency.” - Kelly Donahue-Piro
“The most important thing is the person you have on the phone and how you can cross-educate them. And just think, if you get good at that, you might feel squeaky at first, you'll get there, and then you'll start to see a lot of great success.” - Kelly Donahue-Piro

Resources Mentioned: