The Ridiculously Amazing Insurance Podcast: How To Cross-Sell Insurance ― 4 Training Videos for Your Team

How To Cross-Sell Insurance ― 4 Training Videos for Your Team

Jul 23, 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 breaks down her concepts on cross-selling, explains why it’s so critical for success, and gives you the tools to bring more value to your customers.

Episode Highlights:

Kelly gives an overview of the critical cross-selling steps she’ll be covering in today’s episode. (0:45)
Kelly mentions the training modules her team is launching. (1:12)
Kelly introduces us to the first step in the process: look. (1:36)
Why do we sometimes forget about our current customers? (2:44)
What happens when you stop and slow down the conversation? (3:56)
Kelly reveals the second step: educate. (5:09)
What can you achieve if you educate your customers correctly? (5:49)
Kelly gives examples of how to utilize storytelling when educating customers. (7:49)
What can you do if your customers give you pushback? (8:56)
Kelly details the third step: encourage. (11:34)

Key Quotes:

“So, we need to start training ourselves when clients call in or any interaction happens. The first step we would do is look at an account. And, I might even put an asterix here separate from cross selling. We should look at the activities on the account.” - Kelly Donahue-Piro
“If we educate and we do it the right way, people naturally want the policies we're talking about. And, for so many people, they don't understand insurance, they don't understand how it works. It’s our job to educate.” - Kelly Donahue-Piro
“I'm still surprised today at how few people can tell a good umbrella story, or a good strategy on you know, really going ahead and explaining a coverage that uses technical insurance terms. And, storytelling is so key.” - Kelly Donahue-Piro

Resources Mentioned: