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Cross-Selling for Medicare Agents: Life Insurance, Annuities, and Ancillary Products

Posted by WAP Team on 1/19/23 10:01 AM

Now that you have wrapped up AEP, it’s time to circle back to your clients and set up appointments to review how their Medicare plan is working for them. It’s also the ideal time to dig a little deeper to identify what other needs they may have. It’s an opportunity to let your clients know the full scope of products you offer.

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Topics: insurance cross selling, cross-selling

The Taboo of Insurance Cross-Selling

Posted by Mike Gattorna, Health Agents Network on 12/4/17 10:14 AM

I have heard about all the excuses out there when it comes to offering ancillary products, or as the industry calls it, cross-selling. 

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Topics: insurance cross selling

Insurance Cross Selling: Earning More Referrals

Posted by Mike Gattorna, Health Agents Network on 10/17/17 8:27 AM

This may seem counterintuitive.  How can offering more products to clients generate more referrals?  Simple, you are providing more solutions to problems or issues before they become financial drains to a client.

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Topics: insurance cross selling

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