Cross Sell Handshake 3840x1540 01

How to Create an Effective Cross-Selling System for Your Practice

eBook

Studies show you have a 3 times greater chance to sell to an existing client than a new one. Cross-selling is an excellent opportunity to grow your practice without having to put in a lot more effort or significantly change the way you do business. An effective and consistent cross-selling will not just increase revenue, but will also:

  • Strengthen your client relationships, creating a barrier against your competition.
  • Efficiently and cost-effectively increase your productivity.
  • Allow you to increase the profitability of each client relationship.
  • Support you in the increasingly challenging world of compliance.

In this eBook you will learn:

  • Key tactics to find new sales opportunities.
  • 5 Steps to creating your cross-selling plan.
  • A cross-selling checklist.
Equisoft Article Background Image

Download Now

Related Articles

Equisoft Plan Divider Compass Tool 1920x1080

Agency Management System

How Insurance Distributors Can Provide Transformative Solutions to Advisor Productivity

A transformative opportunity for distributors to enhance advisor productivity and satisfaction, as well as boosting sales.
Read Article
Equisoft Article Background Image

Advisor Productivity

The importance of big data in the life insurance industry

Find out how to free the flow of data between insurance carriers, distributors, advisors and clients.
Read Article
How a Top Advisor Increased Efficiency & Grew Sales by 30% with an Advisor-Focused CRM

Advisor Productivity

How a Top Advisor Increased Efficiency & Grew Sales by 30% with an Advisor-Focused CRM

See the impact on one advisor when the BGA he worked with implemented Equisoft/connect in their advisor force.
Read Case Study