Product/Service

Flip Charts for Commercial Lines CSRs

Source: Agency Ideas
The new Cross-Sell Flip Charts for commercial lines CSRs are designed to help CSRs convert incoming service phone calls into new sales
The new Cross-Sell Flip Charts for commercial lines CSRs are designed to help CSRs convert incoming service phone calls into new sales.

The developer states that the charts can help guide commercial lines CSRs through an entire phone call starting with a simple warm up before discussing any additional premium endorsements and new policies. The developer also states that charts are organized to enable service representatives to quickly determine where to look based on the type and size of the account.

In addition, the charts include a page of 30 red flags to help each CSR to spot additional sales opportunities, as well as back displays with tips for retaining business.

Agency Ideas, PO Box 18017, Rochester, NY 14618-0017. Tel: 800-724-1435. Fax: 716-442-2326.