Build Cross Sell Pipelines

Cross-selling is an efficient way to increase sales – by offering needed additional services at the right time, to the right people.

Buried within every insurer’s customer base is substantial growth potential, hidden in the form of cross-sells.

The challenge is knowing who might be interested in which product, and when.

We help insurers achieve their cross-sell potential by considering their customers as ‘total consumers’ – not just the buyers of insurance.

In its global survey, Bain & Company identified a willingness by policyholders and banking clients to receive more information – from their existing insurers and financial services providers – related to both their policies and services, but also to identifying and managing issues that could affect their lives in a significant way.

Our process helps you connect with your customers more frequently, and in new ways – providing exceptional value and insights on issues and services that matter most to them: health, family, financial wellness, the future.

Our approach increases product-awareness, builds loyalty, and ultimately, provides the information necessary to identify which customers are open to new services, which services, and when.

Through carefully calibrated campaigns, insurers and FI’s can now connect with customers in ways that are not only welcomed – but valued – to create new cross-sell revenue pipelines.

While the basic format is:

  1. Identify an issue or pain point for your customer
  2. Engage and control the issue with a solution
  3. Monetize a solution to the issue

Our proprietary process combines market-proven products and services, and scientific methods to optimize conversions

The branded, themed communications we issue on your behalf are aligned with your Privacy Policy and appropriate regulations, and pass necessary internal reviews.