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Effective Insurance Sales Conversations Part 1 of 6 - Overview of Selling / Buying

Thursday 8 October, 12:30 pm - 1:15 pm (UK time)
Sharon Drew, Sales & Commercial Consulting
CPD
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In the first session of this 6 part series, we'll explore the fundamentals of successful selling, including what selling really means, why people buy, and how understanding different buyer types and buying modes can help you tailor your approach.

We'll also introduce the powerful Retain, Grow and Gain framework, providing practical insights into how to deepen existing customer relationships, identify new opportunities, and attract new business.

Whether you're new to insurance sales or looking to refine your approach, this interactive session will provide valuable tools and strategies to help you have more impactful customer conversations and deliver better commercial outcomes.

Learning Objectives

  • Develop an understanding of the principles of effective selling and how they contribute to achieving business objectives.  
  • Identify the key factors that influence customer buying behaviour and recognise different buyer types and buying modes.  
  • Understand the Retain, Grow and Gain framework and how it can be applied to strengthen customer relationships and generate new business opportunities. 
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CPD hours

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1 hour CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
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Fri 25 Sep, 1:00 pm - 2:00 pm
Alan Chandler Chartered Insurer
CPD