Cross-Selling Opportunities - Reports

This article outlines the process for accessing and using the Cross-Selling Opportunities Report.

Step-by-Step Guide

  1. Access Interactive Reports
    Navigate to the left-hand menu and click on "Interactive Reports."

  2. Search for the Report
    Use the search bar (magnifying glass icon) in the upper-right corner to type and locate "cross-sell."

  3. Open the Report
    Select the "Cross-Sell Opportunities Report" from the search results.

  4. Apply Filters
    Set the desired filters for effective dates and policy status to refine your search.

  5. Select Current Lines of Business
    From the drop-down menu, choose the insured’s existing lines of business.

  6. Choose Product to Cross-Sell
    Use the drop-down menu to select the product you want to cross-sell.

  7. Generate the Report
    Click "Search" to display the list of cross-sell opportunities.

  8. Analyze Opportunities
    Review the generated list to identify viable sales leads.

  9. Export the Report (Optional)
    If needed, export the report for further analysis or sharing.

 
If you prefer, please see the video demonstration below:
 
https://www.loom.com/share/e068cf9e66434e02a96c1edfee90153d?sid=414e4cf9-2014-42be-a707-848247be0a12