Every time I sell an insurance policy, I send an email out to the client with their documents, their "Next Steps" and I also have a section in there where I ask "What else do you need help with? Let me know if you'd like me to connect you with someone to help with any of the following:" Then I list the classifications from my group. I also ask them this on the phone but the email reiterates to them that I know people so it will hopefully trigger a reminder if they need something later on (this way, I am hitting them both verbally AND visually with the question).