ProducrIQ

For insurance agents

Asking an auto client about their home

The cross-sell that works is not a pitch, it is an observation. You already know something about their situation that they have not connected to insurance, and saying it out loud is the entire message.

When to send it

After a renewal, after a claim handled well, or when something in their life changed.

What it has to do

  • Names the specific reason you are asking now, not a generic bundling line.
  • Asks one question rather than describing a product.
  • Makes clear you are not assuming they will move anything.
  • Is short. A long cross-sell email reads as a brochure.

What to avoid

  • Leading with the bundle discount. It is the weakest reason and it invites a price comparison you may lose.
  • Asking for their current declarations page in the first message. That is work, and you have not earned it yet.
  • Pitching a line they cannot buy from you. Check what you are appointed for first.

A worked example

Text
Hi Marcus — Richard. Your auto renewal went through fine, nothing you need to do.

Unrelated question: are you still renting, or did the house purchase go through? If you bought, there's usually a six-month window where the coverage the lender required and the coverage you actually want have drifted apart. Happy to take a look, no obligation.

Names and details here are invented. Written the way an agent would actually send it, not the way a template would.

Writing these every week?

ProducrIQ is a tool a working insurance agent built for his own agency. Describe the situation the way you’d say it to a colleague and it writes the message in your voice, signed by your agency — including this one, under Cross Sell Finder.

See how it works

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