The Art of
Cross-Selling & Upselling

Jason Tan

Agency Growth Architect & Leads Gen Expert

Upselling And Cross-selling Are Mutually Beneficial When Done Properly

Acquiring new customers costs you a lot of money and efforts. It means for better ROI, you should increase your case size per customer. However, with the rise of digitalisation and changing customers’ buying behaviour, many financial consultants felt that they were not selling as much to their clients as they wanted to.

Forbes has mentioned how upselling and cross-selling techniques has managed to help Amazon boost their revenue up to 35%, while maximising the benefit of both customers and business owners. In this video course, we will be revealing how these techniques can be transferred into insurance selling.

Throughout this course you will discover:

  • What are the ways to increase your case size? What is the difference between cross selling and upsetting?
  • Why sometimes you need to down-sell before you upset?
  • How to upsell using “Neglected Economics” and how to apply it into your insurance sales?

Course Lessons
5 Lessons (18m)

Jason Tan

Agency Growth Architect & Leads Gen Expert
Recognised as the most accomplished strategist in this generation and a multiple effective marketing awards winner since his apprenticeship days, Jason has earned ‘the Goliath of Advertising’ title due to his unusual effective and disruptive marketing tactics.

Jason’s distinctive strategy has allowed him to envision the NextGen Agency Architectural blueprint. His most recent winning stint was combining off-the-record strategies with fintech capabilities, bringing phenomenal success for a leading agency in Singapore. He has helped increased its FYC by 55% and its agency strength grew 86% in a year.


With such growth achievement, Jason has been invited to share the best practises of building the Million Dollar Agency across the regions of Asia. He had the honour of being the keynote for Sales Maximiser best practise sharing for 13 countries. Additionally, Jason has also been invited to be the keynote speaker for Kick off and Final Sprint events.

Jason’s expertise in Sales Maximiser Architectural blueprint extends to the designing of training in the following areas:

Sales Maximiser
Branding

Branding strategies for different strategic level
  • Agency level
  • District level
  • Personal level

Sales Maximiser Marketing

  • Lead gen marketing activities via events & digital platforms
  • Lead to sales conversion blueprint
  • Objection handling
  • Storytelling marketing

Sales Maximiser
Aftersales

  • Immediate aftersales action plan
  • Mistakes to avoid for aftersales activity and policy review
  • Aftersales activity design & scheduling tactics
  • Production planning & optimisation

Sales Maximiser
Talent Acquisition

  • Understanding millennials and their career goals
  • Talent acquisition tactics for millennials
  • Career fair for millennials
  • Internship program blueprint for millennials