Posts

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Losing the opportunity to add value could also lose you trust and the business.

  As an insurance broker, your role is to understand my insurance needs and find the best match to the market to meet those needs. Given there are so many direct providers, onli… Read more
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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 brokers… Read more