Fundamental Module

How To Sell More Lines Without Commission Breath 

This course will empower you with the knowledge and confidence to cross-sell multiple insurance lines seamlessly, ensuring your clients receive comprehensive coverage while you increase your sales and strengthen client relationships. By the end of this course, you will be adept at using natural transitions and pivots to introduce additional products, making your sales conversations more productive and client-focused.
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Course contents

Key Learning Outcomes

  • Learn why effective pivoting is essential for cross-selling and how it helps avoid the appearance of "commission breath."
  • Discover how to transition from discussing car insurance to other products without blindsiding clients or causing resistance.
  • Explore versatile pivot techniques such as highlighting extra savings and updating client files to introduce additional insurance needs.
  • Learn specific pivot techniques to introduce disability insurance, including the Work Pivot, Medical Payments Pivot, Car Loan Pivot, Mortgage Pivot, and others.
  • Gain insights into how to pivot to life insurance discussions using techniques like the Medical Payments Pivot, Car Loan Pivot, Mortgage Pivot, Liability Limit Pivot, and more.
  • Understand how to approach business owners with relevant pivots for disability and life insurance, ensuring their business and personal needs are met.
  • Develop strategies to handle common client objections smoothly and continue the conversation towards additional coverage.
  • Learn to assign pivots to your regular habits and processes, making it easier to remember and integrate them into your conversations.

Course Content

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