The Simplest, Quickest & Easiest Way
To Get More, Highly-Qualified Health Brokers
To Cross-Sell Your Worksite Voluntary Products
Imagine…
...being able to recruit the most-qualified, highly motivated health brokers in your market;
...working with health brokers who are expertly trained with the proper skills & tools to sell your voluntary products quickly and easily;
...creating a group of health brokers who are intensely loyal to you & your company; and
...easily getting new VB cases straight from these brokers’ books.
This is what Cross-Sell Solution’s BROKER BOOT CAMP® on cross-selling worksite voluntary benefits can do for you in your market!
Having been top producer at a national enrollment firm, Nelson Griswold of Cross-Sell Solutions understands the importance of finding and working with not only more brokers but, specifically, those brokers who can and will sell more of your products to their clients.
Cross-Sell Solutions has developed a complete, turnkey system to attract self-selecting, highly motivated brokers who truly desire to learn how to sell worksite voluntary benefits (VB) or sell VB better – the ideal prospects for a voluntary benefits carrier.
For carriers who want to penetrate the health broker market, Cross-Sell Solutions has developed the most efficient and effective prospecting, training & lead generation system in the industry, all in one professional, turnkey package. Given the multiple benefits they provide the sponsoring carrier, this system is a remarkably cost-effective tool with the highest marketing ROI in the industry.
This proprietary system is based on a proven, one-of-a-kind live training event for health brokers called BROKER BOOT CAMP: Four Simple Steps to Cross-Selling Voluntary Benefits. This intensive, half-day live training is conducted personally by Nelson Griswold, the industry’s acknowledged expert on cross-selling voluntary benefits.
Essentially, Broker Boot Camp® provides your organization with the perfect opportunity to identify and attract new qualified and motivated health brokers and invite them to a Broker Boot Camp as your guest to learn Nelson’ proprietary cross-sell training system. He has provided this cross-sell training to thousands of brokers and carrier reps across the country.
Perhaps most valuable, before the Boot Camp, your invited brokers submit an actual prospective VB case from their book along with a current census to receive an in-depth case evaluation from Nelson, as the industry expert conducting the Boot Camp training. The completed case evaluations are sent to you as the carrier sponsor, providing your reps with live VB cases to follow up on with each broker attendee!
Have More Questions About The Broker Boot Camp?
Check Out The Broker Boot Camp F.A.Q.
Here Are Just Some of the Benefits to the Carrier:
- Receive an expert & highly-desirable third-party endorsement of your carrier & products. In fact, your carrier-specific products & services will be used as examples during training.
- Train your brokers to sell more of your products, thus making them – and your organization – much more profitable.
- Produce live VB case leads for your reps to pursue with the broker attendees after the Boot Camp.
- Inexpensively provide massive value to your target brokers by giving them the industry’s top cross-sell training as well as sponsored “cross-selling toolkits” to make them more successful.
- Create highly cost-efficient opportunities for your reps to mix & mingle with prospective brokers to help build strong relationships.
- Create a special, unique opportunity to share your specific sales message to a group of highly qualified and motivated brokers.
- Develop a real, value-driven reason for your reps to follow up with the participating brokers – to discuss an actual case opportunity instead of just calling to ask them to sell your products!
- Build a list of highly motivated & interested prospective brokers to follow up with so your reps focus their time & energy and maximize precious marketing resources.
- Develop unique loyalty between brokers & your carrier brand. (After all, as Nelson points out to Boot Camp participants, once your company has provided them with this valuable cross-sell training, why would any broker want to work with another carrier?!)
Nelson Griswold has cracked the code on cross-selling. He can help any broker learn to cross-sell to grow his business and his income.
-Chester Bullard
National Practice Consultant, Supplemental Benefits
Unum Insurance
We've utilized Nelson Griswold within Humana to assist our broker partners in recognizing the value of offering worksite benefits to their clients, as well as to help them better understand the products, the enrollment process and how worksite fits within the total benefits platform of their clients.
His simplified advisory selling approach prepares brokers who may have not previously played in the VB arena to quickly get up to speed.
-Paul F. Kraemer
Regional CEO, East Region
Humana, Inc.
How This Program Works – The Simple Six-Step Process:
Step 1: Contact Cross-Sell Solutions to determine & lock in your desired Boot Camp locations & dates.
Step 2: Secure venues & educate your reps on the program using sales rep briefing materials provided by CSS.
Step 3: Follow CSS’ complete promotion & marketing plan and use CSS marketing materials to optimize attendance.
Step 4: Go over the CSS pre-event checklist to make sure the event will be smooth & successful.
Step 5: Hold the Broker Boot Camp & utilize the event checklist to get as much from the Boot Camp as possible for your organization.
Step 6: Follow up with attending brokers as directed by the CSS post-event follow-up plan & watch your sales reps close more VB cases.
What You Need To Know:
The Broker Boot Camp® Is NOT Just Another Lunch & Learn Event – We’ve all attended the clichéd Lunch & Learn pitch events where brokers of varying quality agree to suffer through a carrier rep’s product presentation for an hour or so in exchange for a free lunch.
The Broker Boot Camp is nothing of the sort; it is designed to provide actual, lasting value to the attending brokers in the form of powerful, actionable information. Only truly motivated brokers will attend this intensive, half-day training, ensuring that you are working with only the most qualified prospects…those who really want to learn how to sell your products.
At the same time, the Boot Camp builds a bridge between these highly qualified and motivated brokers and the sponsoring carrier so that you can work with more and better brokers who can and will sell your products.
CSS Does NOT Work With Every Carrier – Because his reputation with brokers is on the line when he provides his endorsement of the carrier sponsor, Nelson is extremely particular about which carriers he works with and will allow only proven, quality voluntary carriers to sponsor these Broker Boot Camps.
CSS Provides A Complete Broker Boot Camp Planning Kit – This kit includes event planning tools, scripts, checklists, etc. (If your organization has an efficient and successful internal system to promote and put on events then you can, of course, use your system.) CSS offers their event plan to be used on its own or in tandem with yours, as needed.
CSS Provides A Turnkey Marketing Kit To Promote The Broker Boot Camps – CSS requests these marketing templates be used to optimize your attendance and best manage the broker expectations when they arrive at the Boot Camp.
There Is Only So Much Time – While his CSS team does support Nelson, he is the main presenter at these Broker Boot Camps and, unfortunately, physics currently will not allow him to be in two places at the same time. Naturally, there is a significant demand on his time for these events, so let Cross-Sell Solutions know ASAP of your desire and plans to integrate these Broker Boot Camps into your organization’s marketing efforts.
So What’s The Cost?
Sponsorship of a Broker Boot Camp training event is $5,000 plus Nelson’s expenses. We recommend 30-50 brokers but there is no limit on the number of brokers who can participate. Just one sold case from the many prospective VB cases submitted by broker attendees will more than pay for your investment. We are able to offer a reduced rate for booking five or more Boot Camps in multiple markets.
Marketing expenses are the only additional cost to the carrier besides room cost, if any, and the cost of a cocktail reception after the training ends, which we strongly recommend that you offer as a reward to the brokers and to ensure meaningful rep interaction with the broker attendees.
So What’s The Next Step?
Contact Cross-Sell Solutions using the information below to ask any questions you have and determine when and where you’d like to hold your organization’s first Broker Boot Camp.
Scott Cantrell
Cross-Sell Solutions
(615) 656-5974
scott@Cross-SellSolutions.com
Or Complete The Form Below
To Enhance Your ROI When Sponsoring CSS Broker Boot Camps,Ask About These Customized Options For Your Boot Camps:
- CSS Cross-Selling Toolkits for All Broker Boot Camp Attendees
- Customized Sales Kits Created Specifically For Your Product Line
- Pre-Boot Camp and/or Post Boot Camp Teleseminar for Attendees and Non-Attendees
- Digital Video/Audio Recording of Broker Boot Camp for Your Internal Use Only
- Significant Fee Reductions for Booking Multiple Broker Boot Camps
Have More Questions About The Broker Boot Camp?
Check Out The Broker Boot Camp F.A.Q.
Nelson Griswold is our resident expert on cross selling and comes with my highest recommendation. I don’t have enough good things to say about Nelson and his ability to teach effectively.
I was introduced to him through the impressive work he did with another conference and brought him on board to run a “Six Figure Cross Selling” session at Norvax University. I have rarely met another person with such keen marketing insight and teaching ability. His session was engaging, dynamic and entertaining (which is difficult to do in the insurance space).
-Jeremiah Desmarais
Vice President for Marketing
Norvax, Inc.