Cross-sell, credited properly

Cross-selling often means split deals and a spreadsheet to settle credit. This demo shows the Cross-Sell Finder agent flagging a missing line on a client in Salesforce, a single deal shared by two producers with a revenue split, and the leader's agency-wide view of cross-sell revenue against goal.

Overview

For producers and sales leaders at insurance agencies who want more revenue from existing clients and fair credit when producers work an account together. Cross-selling used to mean two producers each entering half a deal, and a spreadsheet to work out who gets the credit.

What you'll see

On one of a producer's clients, a weekly check has flagged a coverage gap: medical, with an estimated annual value. The client's policies tab shows the whole picture: the lines held, each with premium and carrier, and the expected gap, with a button that starts a deal from the gap. Next, a dental deal at another client is worked by two producers: one owns the deal and the other is on the deal team, so both can see and work it. The revenue is split sixty-forty between them. Finally, the sales leader's view shows cross-sell as a share of won revenue against the agency's goal, and the revenue brought in this year by account rounding.

How it works in Salesforce

Cross-Sell Finder is an Agentforce agent that checks every client each Monday and flags expected lines the client does not hold, with an estimated value. Starting a deal from the gap is the producer's click. Deal teams and revenue splits are standard Salesforce features, so each producer is credited in reports without entering the deal twice.

Where people stay in control

The agent flags and estimates; it does not create deals or contact clients. The producer decides whether to start a deal from the gap, and the team and split are set on the deal.

Configured for your organization

PS Advisory provides Cross-Sell Finder as a foundational agent, configured for your org's lines of business and the coverage your clients are expected to carry, alongside the deal team and split settings your agency uses.

Live Salesforce screens. Client data is simulated; the gaps are found each week.