Cross-Sell Opportunity Engine
Hidden revenue in your existing book of business
Konstantinos P.
CEO · Senior Advisor
Your existing client base contains €12,400/month in unactivated revenue.
This engine shows your team exactly which client to contact next, what to offer, and how to position it.
Hidden Revenue Opportunities
6
clients ready to act
Potential Monthly Premium
€12,400
from existing book
High-Priority Opportunities
3
score above 85
Clients Ready for Review
4
warm & engaged
Opportunity Queue
Ranked by opportunity score
Life Insurance → Critical Illness
€180/mo
Health Plan → Income Protection
€145/mo
Basic Life → Retirement Savings
€220/mo
Family Shield → Business Protection
€340/mo
Health + Life → Education Savings
€95/mo
Income Protection → Health Complete
€160/mo
Maria Georgiou
Life Insurance · Offer: Critical Illness
€180/mo
estimated
Assigned Agent
A. Petrou
Critical Illness Shield
€180/mo
- Pays lump sum on 50+ conditions
- Includes cancer, heart attack, stroke
- No impact on life cover
- Benefit paid directly to client
Client has 2 dependants, high income, and zero critical illness coverage. Industry data shows 1 in 3 business owners face a serious illness before 65.