Turn the Clients You Already Serve Into Appropriate New Opportunities
Cross-Sell Goddess™ is the Client Expansion System for Florida-licensed Life, Health, Medicare and ACA agents who want to uncover additional client needs, guide better conversations and expand their books of business without sounding pushy.
See How Cross-Sell Goddess Changes the Client Conversation
What You’ll Learn
INSIDE THE CLIENT EXPANSION SYSTEM
Recognize Appropriate Opportunities and Guide Better Client Conversations
Inside Cross-Sell Goddess, you’ll learn how to:
How to recognize appropriate cross-sell opportunities
How to uncover financial-protection and household needs.
How to ask permission without creating pressure
How to respond to objections and redirect the conversation
How to separate Medicare discussions from unrelated-product conversations
How to schedule a professional follow-up review
How to activate the system with a 48-hour action plan
Avoid Costly Mistakes - Discover the #1 mistake beginners make and get your step-by-step guide to avoid it and start strong.
Live Q&A Support - Have questions? Get answers from qualified experts and our private community that you will have direct access to as a Cross-Sell Goddess member.
The Cross-Sell Goddess Formula
Serve → Ask Permission → Discover → Identify the Gap → Schedule the Review
A repeatable process designed to protect the client relationship while helping the agent recognize opportunities that might otherwise be missed
Inside the Client Expansion System
Cross-Sell Goddess video lessons
Client Conversation Script
Objection Responses and Conversation Redirects
Live Client Case Review training
48-Hour Cross-Sell Action Plan
Downloadable tools and worksheets
Community access
Optional three-hour Florida CE Track
📈 Need Florida Continuing Education Credit?
Cross-Sell Goddess has been approved for three hours of Florida insurance continuing education. Eligible agents may select the CE Track, complete all required activities and have their credit reported to the Florida Department of Financial Services.
Add the 3-Hour CE Track for $30
Florida DFS-Approved course ID 374997 , provider MPG Institute of Business & Workforce Development. School Official ID is 2121754.
Meet Your Instructor
Shalita Shantae is the founder and principal agent of The Millionaire Portfolio Group, a Florida-approved insurance education provider. She combines client-development strategy, insurance experience and business ownership principles to help agents move beyond single-product transactions and build stronger, more sustainable client relationships.
FAQ
Is the CE Track required?
No. The course may be purchased without CE credit.
Who is this course designed for?
Licensed Life, Health, Medicare, ACA agents, Financial Advisors or Consultants
How many CE hours can I earn?
Eligible agents who complete the approved CE Track may earn three Florida insurance CE hours.
Is simply purchasing the CE Track enough to receive credit?
No. Participants must satisfy all identity, participation, assessment and completion requirements.
When will my credit be reported?
CE Reporting: MPG Institute of Business & Workforce Development submits eligible completions to Florida DFS within 7-10 business days after all course, identity verification and assessment requirements are satisfied. Florida Law allows providers up to 21 days to report completion. If your deadline is within the 10 day time frame, please email us with an expedited request to report within 1-2 business days at [email protected]. Retain your completion certificate and verify credit under My Profile -CE Status
Can I repeat this course for CE credit?
Cannot repeat more than once with-in a two year time frame.
Duplicate-Course Policy: Florida licensees may not receive continuing-education credit for repeating the same approved course within two years. Before enrolling in the CE track, review your course history under MyProfile → CE Status. Course access may still be available, but duplicate CE credit cannot be awarded.
Stay tuned for Cross-Sell Goddess II and earn additional CE credits while leaning Sales.
Stop Leaving Appropriate Opportunities Undiscovered
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