AI – for Sales, Cross Sales, and Renewal Retention
The Insurance Institute of Cardiff invite you to a webinar on; AI – for Sales, Cross Sales, and Renewal Retention
Event Details:
Thursday 29th April 2027 – 12:00 – 13:00
The webinar will be run via Zoom, a global web-conferencing solution. Zoom is easy to use, a link and joining instructions will be sent to you at the time of booking.
About the session:
Every business in the insurance sector is engaged in a frantic arms race to explore how AI can help them gain a competitive advantage to grow both revenue and profit. Professionals including Account Executives and Salespeople can sometimes be resistant to change and may feel threatened by the adoption of AI, but the truth is that unless we fully embrace the benefits that it can bring, we will be left behind. This session explores how insurance professionals who look after existing clients, and those responsible for winning new clients can leverage AI to improve outcomes for themselves, their employers and for their clients.
Content and Learning:
· AI adoption – the research. Where and how do you use it?
· How can AI help sales and client service – in what areas?
· The characteristics of top performers, and average performers. How AI bridges to gap to enable average performers to become top performers
· Making AI human!
· Interactive session exploring key skills in sales and client retention and how to use AI to support these skills
· The importance of the prompt
· Delegates experiment with their own choice of AI as Nick runs through the session, bringing the theory to life, learning, and refining their searches and prompts
Learning objectives:
Following this presentation the delegates will be able to:
· Explore how AI can turn average performers into top performers
· Examine how to use AI to support delivery of the desired skills and behaviours for account management and sales
· Understand how to use AI to improve sales, protect existing accounts from competition, and build cross sales
About the speaker:
The Course will be run by Nick Thomas, Nick Thomas & Associates
Nick offers a unique combination of skills in the UK insurance training sector – an industry sales specialist and a widely qualified professional coach and trainer. Nick is an Economics graduate with over 25 years corporate insurance broking experience. He was a highly successful sales producer in the UK broking market before progressing into regional and then national sales leadership roles. As National Development Director at HSBC, Nick was one of only 40 people from a global workforce of 265,000 selected as part of the STARS programme to recognise exceptional performance. He is a highly trained consultative sales specialist, and his experience includes a secondment with a major management consultant to design a best practice sales process.
In the mid-2000s, Nick developed a chronic health condition; his journey to recovery fostered a new range of interests, and a passion for health, and performance. He studied widely, qualifying as a Master Practitioner in Neuro-Linguistic Programming (NLP), obtaining a Diploma in Life Coaching, before going on to study Corporate/Business Coaching with The Coaching Academy. He is also a qualified Holistic Lifestyle Coach and Advanced Exercise Coach.
Nick has worked in a self-employed capacity in training, coaching, and consulting since 2017, including as a specialist adviser in Insurance sector M&A (Mergers & Acquisitions) sector. He set up Nick Thomas & Associates in 2020 in response to demand from his industry network for training solutions designed and delivered by people with a background of working in the industry.
Nick Thomas & Associates provides up to the minute training solutions addressing the challenges of the modern insurance professional, across sales, communication, and soft skills; technical insurance; customer service; management and leadership; performance, resilience, and health.
Nick Thomas delivers all sales, communication, and soft skills sessions, partnering with selected subject matter specialists in the other delivery categories.
Associates are selected for their strong industry background and credibility, allied to first class training skills.
All training programmes are designed specifically to align to client needs and delivery overseen by Nick Thomas.
Nick Thomas & Associates received acclaim for training and webinar series providing solutions to the challenges of remote working and virtual trading.
Our clients include major insurers and independent brokers, a major global Insurer ‘broker proposition’, broker network groups, insurance recruitment consultants and over forty local insurance institutes at the time of writing.
Further information:
A link will be sent via your email address supplied at the time of booking. PLEASE DO NOT share this with anyone else.
Please note that this webinar will be hosted on the Zoom platform which may be restricted by some employers. Members may need to utilise their own personal devices in these circumstances to access the platform.
Venue
CII Accredited
