Three Ways CSRs Can Encourage Cross Selling

Jul 26

Three Ways CSRs Can Encourage Cross Selling

Jul 26 2017 - Jul 26 2017

As a CPCU Society member, you can access this webinar.

This webinar is presented by the CPCU Society and the Agent and Broker Interest Group.

Three Simple Ways Customer Service Representatives Can Encourage Cross Selling Between Commercial and Property Lines

Wednesday, July 26, 2017  2:00 pm Eastern

What it’s about:

Many customer service representatives (CSRs) sometimes struggle to integrate their service role with their sales function, particularly when it comes to cross-selling. This webinar offers three concrete actions to help CSRs turn service touches into easy cross-sell conversations. 

At the conclusion of this webinar, the active participant will understand:

  • The four pillars on which any successful cross-selling initiative depends
  • How a simple turn of phrase can generate favorable customer interest in a cross-selling conversation
  • How commercial lines CSRs can, with very little disruption to their workflow, tee up property lines conversations for colleagues to handle
  • How to break the road-block that email puts in the way of effective cross-selling conversations
  • How to handle customer resistance without sounding pushy

Who should attend:

Customer service representatives and leaders responsible for their growth and development will benefit from attending this webinar.


Individual Pricing:

CPCU Society members: FREE
Nonmembers: $79

Group Pricing (Unlimited Participants at One Location):

CPCU Society members: FREE
Nonmembers: $189

Non-CPCU Society Members: To purchase this recorded webinar, please contact

Continuing Education for CPCUs

CPCUs who attend will be awarded one credit hour towards the CE for CPCUs program. Learn more about Continuing Education for CPCUs here.



Sheldon Snodgrass

After serving as an Airbourne-trained officer in cold war Berlin, Sheldon Snodgrass cut his teeth as a commission-only sales representative where his success led to a promotion as Northeast sales trainer for the world's third largest travel franchisor, Uniglobe Travel International. In 2002, he launched to help service professionals, and since 2008, has focused exclusively on coaching in the insurance industry.

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How long are CPCU Society webinars?

One hour, on average.

Can I view a recording of the webinar if I missed the live event?

Yes. If you have registered for the live webinar, you will receive the recording by email once the webinar has concluded. You can also watch past recorded webinars in the CPCU Society Knowledge Center.

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The CPCU Society uses Cisco WebEx for all webinar presentations. Please take a moment to ensure your system's compatibility with Webex using the link below. Test WebEx on your computer:

How do I report my CE for CPCUs credit?

Webinars count for 1 hour of CE for CPCUs credit. Your credit will be automatically reported with your registration for a live webinar. You can also earn CE for CPCUs credit by viewing recorded webinars though the Knowledge Center. All webinars watched in the Knowledge Center will be automatically reported for 1 credit.

Are CPCU Society webinars approved for state licensure CE?

At this time none of the webinars are approved for CE in any state.


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