Workflow · Producers
Cross-Sell
Identifies account-rounding opportunities for an existing client by mapping their business profile and current program against the lines they may be missing. It scores each opportunity by relevance, urgency, and revenue, and produces a prioritized cross-sell plan with consultative talking points. Recommendations stay tied to the client's actual operations. You make every final decision.
What goes in
Client business details, the lines they currently have with us (and any placed elsewhere), and any supporting files.
What you get
A prioritized cross-sell opportunity plan with rationale, confidence, producer questions, talking points, and timing.
How it works
- 1Setup: capture the client's business profile, current program, lines placed elsewhere, and your goal.
- 2Opportunity loop: SoterAI reviews one line of business at a time, explains why it may be relevant, and you mark it strong, possible, or not applicable.
- 3Scoring: each opportunity is scored on exposure relevance, urgency, revenue, and ease of conversation, then assigned a priority.
- 4Plan: a prioritized cross-sell plan with rationale, talking points, and timing — plus optional meeting agenda, call script, or client email.
Related pages
What this workflow delivers
A prioritized cross-sell opportunity plan with rationale, confidence, producer questions, talking points, and timing.
1+ hour
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off