You’re not going to be really productive if your plan is simply to cross-sell the same one or two lines to everyone.

Ideally you need to be able to pull up any of your client’s accounts, and see at a glance what products offer the best cross sale opportunities. 

In addition, it’ll also be valuable if you can pull up a list of all your individual or client segments that are potential prospects for each type of insurance. This will be helpful for email, direct mail, or other campaigns that are oriented around awareness of your different product lines.

And while you’re at it, set it up so that you’re able to see the X-dates for each month.