Sell More Using Quotit’s Cross-Sell Engine

Quotit's Cross-Sell Engine

In 2016 we introduced you to our Cross-Sell Engine technology to help improve the way you sell and the response has been overwhelming!

If you’re already an ePro subscriber, you have access to these features right now at no added cost.

Sell more without adding customers

Our Cross-Sell Engine automatically makes suggestions to your customers based on what they have in their Shopping Cart. You set your own rules, so you can emphasize the plans you want to sell.

Make the system work for you by intelligently offering products that fit with what your customers already have or are considering.

If you’re not promoting ancillary products yet, the Cross-Sell Engine makes it easy with information on Dental, Vision, Accident, and Life.

Want 1:1 training? If you’d like to schedule 1:1 training on how best to utilize the Cross-Sell Engine, contact Customer Service team at 866-478-6848.

To learn more about all of Quotit’s products, watch for your invitation to our ongoing series of Expert Product Training webinars.

Turn It On Now!

It’s easy for ePro users to earn more by turning on the Cross-Sell Engine:

  • Click on your “Settings” tab
  • Click on “Cross Selling Management” under “Website Settings”
  • Create a new package or edit the pre-generated packages
    • If you want to edit a current package
      • Click “Edit”
      • Select “Health Off-Exchange” and then choose the state(s) where you’re appointed as well as the carriers you want to cross-sell
      • Select your additional products
      • Click “Save” to keep your new settings
    • Create a new package
      • Click “Create a Package”
      • Select “Health Off-Exchange” and then choose the state(s) where you’re appointed as well as the carriers you want to cross-sell
      • Select your additional products
      • Click “Save” to keep your new settings
    • Next click the “Settings” tab
    • Under “Website Settings,” click “ePro Web Report Layout”
    • Toggle the “Shopping Cart Feature” switch from off to on
    • Click “Save My Settings”