Improving Retention With Cross-Selling Insurance Agents Talk Shop

In today's business landscape, keeping existing clients is crucial. Cross-selling, or offering your current clientele complementary products and services, is an important strategy that can significantly boost client retention. Dive with us into this episode of IATS, as we discuss effective cross-selling and its role in maintaining client loyalty.

We're joined by Steve Tombarelli, Senior Vice President of Programs and Services at SIAA, who sheds light on crafting an unforgettable client sales journey and the importance of nurturing "sticky" client relationships through multiple interactions, turning those encounters into promising cross-selling opportunities.

In this episode we also touch upon the fine balance of informing clients about relevant products without coming across as too assertive. Don't miss out as we discuss the pros and cons of honing a niche market, as well as techniques and tips that will enable you to excel at client retention and cross-selling.