Find the cross-sell openings already in your clients’ policies.
By Trey Yadon, Founder, OpSpring.ai. Updated .
ProducerHQ’s Cross-Sell reads everything on file for one client, including the declarations pages, and returns a prioritized list of coverage opportunities. Each one comes with a recommendation, a typical cost range and talking points, and you get a client email draft to edit and send.
Openings come from the client’s own policies, not a generic checklist. One analysis uses one credit.
How it works
- 1Upload everything you have for one client, including the declarations pages.
- 2ProducerHQ reviews the coverage for gaps and openings.
- 3You get a prioritized list of opportunities, each with a recommendation, a typical cost range and talking points, plus a client email draft.
What you get back
Prioritized opportunities, each with a recommendation, a typical cost range and talking points. You also get a client email draft, analyst notes and a client sign-off.
Who it is for
Agencies that want account rounding without a spreadsheet and without guessing.
Limits
Openings are suggestions for a licensed agent to judge, not recommendations to the client.
Frequently asked questions
- How do agencies find cross-sell opportunities in existing policies?
- Upload everything for one client and Cross-Sell returns a prioritized list of openings with the reason for each.
- Does it work with my AMS?
- It works from the documents you upload for a client, so it does not depend on which AMS you use.
- Does it use a credit?
- Yes, one credit per analysis.
- What do I upload?
- Everything you have for one client, including the declarations pages.
- Does it draft the client email?
- Yes. Each analysis comes with a client email draft you can edit before sending.
- Does it show what the coverage might cost?
- Yes. Each opportunity includes a typical cost range.
- Is it a recommendation to the client?
- No. Openings are suggestions for a licensed agent to judge.