Effective Insurance Sales Conversations Part 2 of 6 - Planning a Sales Call

Great sales conversations start long before you pick up the phone. In the second session of our Effective Insurance Sales Conversations webinar series, we'll focus on the preparation, planning, and structure needed to make every customer interaction more purposeful and productive.

You'll learn how to research customers effectively, set clear objectives for your sales calls, and recognise the impact you have on the customer experience. We'll also explore a proven sales call structure, including techniques for making strong openings, engaging confidently with gatekeepers, and using the A.I.D.A. (Attention, Interest, Desire, Action) model to create customer interest and drive meaningful conversations.

Whether you're looking to improve conversion rates, build stronger customer relationships, or simply feel more confident when approaching prospects, this session will provide practical tools and techniques that you can apply immediately in your day-to-day role.