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Closing the Gap: Cross-Selling & Up-Selling Skills
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IBAA Convention 2019 Education Session: Closing the Gap - Skills for Cross-Selling and Up-Selling Insurance Products

Wednesday, May 8, 11:30 a.m.–1:00 p.m.

Jo Anne MitchellDo you have what it takes to cross sell and up sell insurance products effectively to new and renewing clients? Cap off your convention experience by attending this upbeat and interactive session.

  • Identify the traits needed for success
  • Learn how to weave risk-assessment information into sales presentations
  • Pick up valuable cross-selling and up-selling tips and techniques that you can implement back at your office right away!

Jo Anne Mitchell

Jo Anne is the founder and owner of Effective Training & Communications Plus, which provides training and consulting services exclusively to the General insurance industry. She is a member of The Chartered Insurance Professionals Society.


A well-rounded expert combines education with experience, and Jo Anne is no stranger to those two aspects. She began her insurance career as a personal-lines customer-service broker and later became a commercial- and farm-account executive. She went on to hold positions in loss control, marketing, and broker training with two major national insurers.


Since 2002, Jo Anne has been providing classroom seminars for IBAA members across Alberta. Jo Anne conducted her first webinar for IBAA in 2011, and remains one of IBAA’s regular webinar instructors. Jo Anne also provides continuing education programs for the provincial broker associations in British Columbia, Saskatchewan, Manitoba, Ontario, New Brunswick, and Nova Scotia. Thousands of insurance professionals from across Canada have taken part in JoAnne’s seminars and webinars, benefiting from her more than 25+ years of experience as a broker, a marketer, a program developer, and a trainer.

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