Crossrev IQ

Turn One Sale into Multiple Sales Opportunities with CrossRev IQ

Place the Power of Real Time Cross Selling Opportunity Identification in The Hands Of Your Producers And CSRs
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Place the Power of Real Time Cross Selling Opportunity Identification in the Hands of Your Producers and CSRs

Securing new leads is a challenge, Insurance agents have a 70% chance of converting sales when selling to an existing client, as opposed to a 5-20% chance selling to a new client. CrossRev IQ allows agents to leverage data and automate the way it is used, in order to identify under insured accounts and leads, and offer new or additional products.
If you want to boost sales within your agency and gain a competitive edge over your competition, CrossRev IQ is the solution you need.

Do These Challenges Sound Familiar?

Don’t Just Solve Them, Eliminate Them with CrossRev IQ!

I’m manually compiling one-off reports of clients and their policies to then manually review what additional products can be offered.
I do not have access to a live report, especially not on my mobile, to prospect new and existing clients easily.
It is considerably laborious and time-consuming to compare client portfolios with other insureds country-wide.
I struggle to sell from my benefits accounts into P&C, and vice versa.
Seamlessly Build intuitive dashboards and data automations that boost profits and customer loyalty.

Build dashboards and automations to boost profits and customer loyalty

CrossRev IQ consolidates and organizes a producer's data so it can be used to empower instant access to dashboards and information that make selling insurance that much easier!

All the Cross-selling Data You Need at Your Fingertips

Gone are the days of engaging with clients without the right information. CrossRev IQ brings all the necessary data together allowing you to capitalize on potential cross-sell opportunities.

Provide unmatched customer service with CrossRev IQ

Make Your agents’ lives a lot easier by eliminating the need to bounce between multiple systems and screens to access client policy information

Featured Case Study
Gaining valuable customer insights with Vertafore AMS360 and BenefitPoint, integrated to Salesforce

Automate Your Data Sources and Insurtechs

White Paper

The Data Integration Challenge in the Insurance Industry

Download the white paper for an in-depth look into challenges and solutions when faced with modernization and automation for the insurance industry.