Cross-Sell Auto Setup

🔗 Understand how Fuse and Pipeline connect: A lead step acts as a bridge between a Fuse segment and your pipeline, automatically identifying qualifying customers and sending them directly into the cross-sell pipeline as opportunities arise throughout the year, without any manual lead entry.

🏗️ Set up the Cross-Sell Auto Pipeline: In the Pipeline section, click the settings gear, select New Pipeline, and choose the Cross-Sell Auto Quick Start template. Then switch to Fuse to create a new custom campaign that will handle the work of funneling your existing customers into that pipeline.

🎯 Build your segment using Cross-Sell Opportunities: In the Accounts section of Fuse, check whether you already have a segment for clients with active homeowners policies but no active auto. If not, create one using the built-in Cross-Sell Opportunities filter, which is a dynamic segment that updates automatically as customers add new policies.

📅 Configure the lead step for even distribution: Add a lead step to your campaign sequence and set it to trigger before the policy expiration date (180 days is a solid benchmark). Fill in five fields: a lead title, a description, which pipeline to route leads to, who to assign them to, and the product type. Then launch the campaign, and leads will flow into the pipeline gradually over time.

🤝 Work the pipeline stages to close: Once leads appear in the pipeline, move them through stages including contacted prospect, information gathering, quote delivered, and quote decision. Each stage can trigger automated emails or be customized for direct phone outreach, giving you flexibility in how you engage existing clients about adding auto coverage.