1. CrossXing
Revised 6/30/16 HCB00480

2. At Highland, our state of the art technology helps make it faster and more cost effective for you to serve your clients and grow your business.

3. We’ve created CrossXing just for P&C agencies.
CrossXing is a revolutionary way to connect with your existing clients, provide enhanced services and create a new source of revenue.
This proprietary software allows you to market life insurance to personal lines clients in a way that is educational and cost effective.

4. What is Crossxing?

5. CrossXing is a marketing tool that allows your agency to conveniently market to your clients about the current products and services you are providing them.
While CrossXing does this, it also promotes other products that can be quoted and purchased via the system.

6. Your client receives a customized video detailing their current coverages and that also informs them about another insurance product. This provides a personalized marketing touch from your agency, while also generating revenue in the process.
Not only do you get the ability to market to your clients and generate revenue through new sales; as an added bonus CrossXing will also allow you to track the effectiveness of your marketing campaigns.

7. Why CrossXing?

8. CrossXing allows you to increase the value-add…

9. …to your clients by presenting other products, like life insurance.

10. This also allows you to connect with clients who may not be easily or profitably reached.

11. Life insurance is the perfect product because your clients are likely in the majority of people who recognize the need for life insurance, but haven’t taken the time to get any coverage.

12. Why? Many people don’t want to have an awkward conversation with an agent, while others are overwhelmed with the many options or believe it’s simply too expensive.
Then again, it could be simply that no one has asked.

13. Let’s take a look at how it works.

14. First, a secure connection with your agency is created to allow you to send a customized CrossXing video to selected customers.
Once everything is setup, a custom video is created for each select client when their policy renews.

15. The custom video is sent via , branded with your agency logo and contact information 30 days after their policy renewal.
The video provides a summary of their in-force coverages and thanks them for their business.
At the conclusion, the video offers an easy way to apply for inexpensive term life insurance with no medical examination, bloodwork, or physical.

16. The client has the option to “Apply Now”, “Chat”, or “ Us” at any point during or after the video.
Selecting either “Chat Now” or “ Us” will put them directly in contact with a licensed agent on the Highland National Sales Desk.
Selecting “Apply Now” will allow them to continue the process of learning more about their life insurance needs.

17. easyLife provides a simple way for a client to determine their insurance needs and get a customized and interactive quote.
After completing just a few screens, the quote is now available.
They can also learn more about common life insurance questions or chat with a licensed agent by clicking the links at the bottom of the screen.

18. Once the client is happy with their coverage amount and price quoted they simply select apply now to securely send their information to our National Life Insurance Sales Desk for review.
A licensed agent will then contact them to continue the application process.
Through a short telephone interview, all the required information will be securely gathered to apply for the life insurance product that fits their needs.

19. The application is then sent to one of the top insurance carriers in the nation that offers the best solution and price for your client.
Once approved, the policy is delivered to the client and commissions are paid to the agency.
That’s it! No licensing or appointments needed for your agents.

20. CrossXing allows you to strengthen the bond with your clients by providing protection for what’s most important, them!
It’s easy for you and easy for your clients.

21. Highland Capital Brokerage is a national brokerage firm providing life insurance solutions to property & casualty agencies. Through our consultative approach, we enhance your existing services with turn-key marketing and sales strategies that uniquely meet the needs of your agency and your clients. 
We specialize across a wide range of markets including life insurance, annuities, disability, and long-term care.

22. Our full service business model provides turn-key marketing and sales support that guides you through the entire sales process.
Leverage our local, point-of-sale support to handle the entire sale if needed.
This allows your team to stay focused on the products and services that have made your agency successful.

23. Highland partners with a variety of financial professionals, including independent financial advisors, accountants, family wealth management firms, banks & trust departments, and national institutions.
They rely on us to bring them exceptional service and products that meet their client’s risk management needs.

24. Partnering with Highland Capital Brokerage truly is a winning strategy for your business.
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We post new business enhancing sales strategies every week. Just go to highlandbrokerage.com/blog.