Case Study: Automated Cross-Selling to Create New Channels for Revenue Generation

The Challenge‍

A national agency wanted to generate new revenue by cross-selling Cyber coverage with every General Liability renewal. The opportunity was clear—the problem was that execution was tedious. Producers lacked the time and technical expertise to collect the additional information needed to assemble Cyber indications at scale. As a result, the agency was leaving significant premium on the table.

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How Flow Helped

‍Flow implemented an automated workflow to generate Cyber indications for every eligible GL account—without adding human workload. AI-powered agents handled data collection, carrier portal entry, and indication delivery, ensuring every client received a Cyber option alongside their renewal.

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The Results‍

With Flow managing the cross-sell process end-to-end:

• 100% of eligible accounts received Cyber indications
• 15% conversion on indications delivered, translating to roughly 30% additional revenue on those accounts
• No added headcount or producer time required
  
  

The Impact

‍Flow turned an otherwise time-consuming initiative with shaky promises of return into a scalable revenue engine, enabling the agency to grow top-line premium while maintaining focus on larger, strategic deals.