Fireside Chat: Cross-Sell Strategies to Grow Revenue and Retention

Welcome to our fireside chat on cross-sell strategies! This is your guide to understanding what policies per client really mean for your agency’s revenue and retention, and what the best agencies are doing to improve it.

In this session, Jason Walker (President, Agency Revolution) and Amy Malzo (Brown & Brown) walks through the cross-sell gap, what sets high-performing agencies apart, and how to build a strategy that unlocks the growth potential of your existing book of business. The end goal is to find new opportunities with your clients to help them get the coverage they need while keeping them around longer. Implementing cross-sell campaigns alongside your agency goals can help you get there.

We have a real, honest conversation about the strategies top-performing agencies are using to deepen relationships with existing clients, identify coverage gaps, and build a cross-sell program that runs consistently, not just when someone remembers to follow up. In addition, our special guest, Amy Malzo, shares her experiences managing an agency and achieving success through cross-selling policies.

Here’s What You’ll Learn in This Webinar:

📊 Where most agencies stand and where the opportunity is. See the data behind policies per client benchmarks and what top-performing agencies are achieving.

🔍 How to find cross-sell opportunities in your existing book. Learn how to use your AMS data to identify coverage gaps and build targeted audiences in minutes.

💬 The outreach strategy that works. Discover how to frame cross-sell conversations as a service and not a sales pitch, and how to time them for maximum impact.

⚙️ How to make it repeatable with automation. See how AR’s Fuse platform automates the cross-sell process from audience building to running campaigns that get results.