Posts

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Writing Business in Insurance — It’s All About Attitude

We have recently been working with a couple of clients to help develop the capability of their sales/business development teams to help improve the acquisition of new, profitabl… Read more
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Customer Management In a World Of Intermediaries and Brokers — “Do You Understand How It Works?”

Are you new to marketing or strategy in B2B insurance? Or have you worked in the industry for a while and want to add more value to propositions, relationships and customer strategi… Read more
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Account Management in Financial Services – Expert Salesmen or Experts Who Can Sell?

How good are you at selling and managing relationships within an expert-led industry? In this article, we look at the role of the sales and/or account management team in creating a… Read more
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Financial Services: Developing Quality Relationships With Your Intermediaries

“To manage great relationships, we need great people” Much of the UK insurance and wealth management industry is reliant on a distribution model centred on the key role of bro… Read more