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Webinar | How to Cross-Sell to Your Clients and Keep Them Coming Back for More

July 11, 2023 @ 2:00 pm - 3:00 pm EDT

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Webinar Summary

Cross-selling to loyal clients is an often-overlooked key to growth. You’ve worked hard to build trust and a reputation with your clients, so now it’s time to take your relationships to the next level by introducing them to other products and services. Everyone, from seasoned producers to frontline staff, can (and should) contribute to cross-sell success.

In this session, Dr. Cindy will share her proven five-step formula for identifying cross-sell opportunities and being prepared to act on them when the time is right. After all, these clients are already working with you, so why not help them benefit further from all that you have to offer? By the end of this session, you’ll know the steps it takes to win at cross-selling.

In this webinar you will learn how to:

  • Understand your clients’ needs and gaps to identify and plan for cross-sell opportunities.
  • Use consultative questioning to uncover risks and exposures, and create a sense of urgency.
  • Leverage the expertise of Chubb and other resources to provide custom solutions that establish trust and reinforce client satisfaction.
  • Gain client commitment by asking for what you want (the cross-sell).
  • Follow up with clients to build rapport and inspire them to become advocates for your business.

Learn more about providing your middle market clients a well-rounded range of coverage options at our new One Chubb Resource Center.


This webinar is designed for Chubb appointed Agents, Brokers, Management and Agency Staff


Known far and wide as “Dr.Cindy” the First Lady of Sales, Dr. Cindy McGovern is the CEO of Orange Leaf Consulting and the author of the Wall Street Journal bestseller ‘Every Job Is a Sales Job: How to Use The Art of Selling to Win at Work’ and ‘Sell Yourself’. She speaks and consults internationally on sales, interpersonal communication, and leadership. Dr. Cindy holds a doctorate in organizational communication and has helped hundreds of companies and individuals create dramatic and sustainable growth. Dr. Cindy regularly coaches both professional sales employees and those whose jobs are not sales-related in an effort to help them both take advantage of opportunities to bring more business to their companies. For more information: www.drcindy.com or www.orangeleafconsulting.com


1 Hour


Webinars are offered free of charge to Chubb agents and brokers and their select clients.

Continuing Education Credit

Please note that webinars are NOT approved for CE credits.


Registration is required. To register for this webinar, click on the Register Now button near the top of the page. Participants will receive an e-mail confirmation with the webinar access information, including the URL link and dial-in information.


July 11, 2023
2:00 pm - 3:00 pm EDT
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