This article outlines the process for accessing and using the Cross-Selling Opportunities Report.
Step-by-Step Guide
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Access Interactive Reports
Navigate to the left-hand menu and click on "Interactive Reports." -
Search for the Report
Use the search bar (magnifying glass icon) in the upper-right corner to type and locate "cross-sell." -
Open the Report
Select the "Cross-Sell Opportunities Report" from the search results. -
Apply Filters
Set the desired filters for effective dates and policy status to refine your search. -
Select Current Lines of Business
From the drop-down menu, choose the insured’s existing lines of business. -
Choose Product to Cross-Sell
Use the drop-down menu to select the product you want to cross-sell. -
Generate the Report
Click "Search" to display the list of cross-sell opportunities. -
Analyze Opportunities
Review the generated list to identify viable sales leads. -
Export the Report (Optional)
If needed, export the report for further analysis or sharing.