Identify Cross-Sell and Up-Sell Opportunities

Existing customers often represent the best opportunity for new sales. LLMs can analyze a customer's current policies, life events, interaction history, and profile data to identify potential needs for additional coverage (cross-sell) or higher limits/enhanced products (up-sell). These opportunities can be flagged for agents or used to trigger targeted marketing campaigns. For example, identifying a customer with auto insurance who recently purchased a home as a prospect for homeowner's insurance.