How does MVP identify cross-sell opportunities?

Any quotes that remain unsold to a Customer will automatically appear in their respective Cross-Sell section of the Customer view. For example, if you quoted both Home and Auto to a Prospect and they only bought the Home policy, the Auto quote is saved in Agency MVP


After you make a Cross-Sell:

  • Go to the Details view of the Customer
  • Click the Mark as Sold button in the navigation bar
  • In the pop-up window, select a checkbox for the policy that was sold.
  • Update the Policy Effective Date for the sold policy if needed
  • Click the confirm button
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