
Forthcoming event
Effective Insurance Sales Conversations Part 4 of 6 - Closing
Thursday 10 December, 12:30 pm - 1:15 pm (UK time)
Sharon Drew, Sales & Commercial Consulting
CPD


Successfully closing a sale is about helping customers make confident decisions, not applying pressure. In the fourth session of our Effective Insurance Sales Conversations webinar series, we'll focus on recognising the right opportunities to close, using effective questioning techniques, and applying practical closing methods that lead to positive outcomes for both the customer and the business.
We'll explore the importance of asking the right questions throughout the conversation and introduce the Three Golden Rules of Closing, giving you a simple, structured approach to securing commitment with confidence and professionalism.
By the end of this session, you'll have the confidence and practical tools to bring sales conversations to a successful conclusion, ensuring customers feel informed, supported, and comfortable with their decision.
Learning Objectives
- Recognise appropriate opportunities to close a sale with confidence and professionalism.
- Apply effective closing techniques, including the three golden rules, to achieve positive customer outcomes.
- Use questioning techniques to confirm customer understanding and commitment before
closing.

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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Sharon Drew
CPD

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Sharon Drew
CPD
