The most successful cross-sell templates for each insurance category

It’s hard to know which cross-selling messages will resonate with your clients and inspire them to purchase additional policies. Luckily, at ClientCircle, we’ve tested different cross-sell templates with hundreds of thousands of insurance clients around the U.S. to find out which ones work best.

Now we’d like to share the most successful template for each insurance category with you. Simply copy and paste the messages below and start sending these emails to clients who may be missing coverage.

Personal lines: Flood, no home template

If one of your goals is to cross-sell more policies this year, start with clients who are missing products that go hand-in-hand, like a home policy for clients who already have flood insurance with you. You can easily swap out the policy types in this email for other personal lines cross-sells.

Commercial lines: Commercial umbrella

Commercial umbrella insurance can benefit just about any business owner, but many of your commercial clients may not know all the benefits umbrella insurance can provide. Educate your commercial lines clients with this fun umbrella cross-sell email.

Life insurance: Mortgage protection

Your homeowners likely fear what would happen to their family and finances should something happen to them or their spouse but may not know all their options. Help your home insurance clients have a peace of mind by offering them mortgage protection.

Medicare: Medicare Supplement, no Part D

If you sell Medicare, you know it can feel complicated for many clients, and they’ll look to you for guidance to help them find coverage for all their health needs. Make sure your Medicare Supplement customers know about Part D prescription coverage with this email template.

Cross-sell automatically, at scale

These templates are a great starting point for cross-selling, but it takes time to find the clients who are missing important coverage and to remember to send them the email at the right time.

At ClientCircle, we can use the data in your agency management system to help you build the right cross-sell lists in just a few clicks. We’ll also help you set your cross-sell emails to go out automatically at the right time for each person—whether that’s a couple months before renewal, shortly after they purchase a certain policy or close to their birthday.

We have dozens more cross-sell templates spanning personal and commercial lines, life, health, and Medicare. All our templates are ready to go in just a few minutes and you can edit the message, timing, and list to fit your agency needs.