Having a defined strategy for your business or campaign, and a plan of how you are going to achieve your results, allows you to analyse performance and highlight areas where improvement is needed.
There will be many different aspects to your strategy; marketing will be just one of them, but it’s the one aspect that when done correctly, provides work for your sales team to deliver on.
As marketing experts, with many years’ experience within the insurance industry, we can provide you with a level of guidance that draws out a clear strategy, is full bodied and contains achievable results. And if isn’t, then we can work with you to ensure it is.
When analysing your results, a fresh pair of eyes to question and challenge the Why, the Who, the Where and the How can highlight areas for improvement.
It could be that the skill set of your sales team will determine where you need to make investment in the client journey, i.e. from inception (generating leads), to keeping clients loyal (retention), and then using clients for your new business generation (referral or cross sell).
We can provide through a relationship we have with Marlborough Training, tailored training that uniquely looks within your team for the answers. By drawing out experiences from within, and sharing scenarios of difficult situations or processes, it is often the case those involved in the training become empowered and motivated, and armed with an arsenal of new sales techniques.
"The session was well run, specific to our requirements and succeeded in energising the sales team."Phillip Wall, Director, Walmsleys Commercial
“The session was well run, specific to our requirements and succeeded in energising the sales team (including a couple of new tricks for a couple of old dogs!).
I am now hoping to see some real tangible difference in the sales team’s habits over the coming weeks.”
By making sense of your business and processes, we can work with you to identify your strengths, weaknesses, opportunities and threats.
You will have insight into our many years’ experience working with insurance brokers.
We would be pleased to talk through the options with you, give us a call on 0161 831 7199.