Highlight Cross Sale Opportunities

We’d like to expand the Roundout Opportunities section in the renewal workflow to better surface additional coverage needs during the client review process.

Today, teams want to capture more cross-sell opportunities directly in the workflow, including:

• Flood Insurance

• Life Insurance

• Pet Insurance

• Personal Articles

One request that came up specifically was adding Flood Insurance as an option, plus a follow-up question when it’s selected:

• Do you have a current flood policy?

This would help agencies collect more complete information during renewals and make it easier to spot cross-sell opportunities in the same flow they’re already using.