Forthcoming event
Effective Insurance Sales Conversations Part 6 of 6 - After the Sale
Thursday 28 January, 12:30 pm - 1:15 pm (UK time)
Sharon Drew, Sales & Commercial Consulting
CPD
The sales conversation doesn't end when a customer says "yes". In the final session of our Effective Insurance Sales Conversations webinar series, we'll explore how effective post-sale engagement can help strengthen customer relationships, improve retention, and create opportunities for future growth.
We'll look at the importance of timely follow-up, how AI can support ongoing customer engagement, and techniques for identifying cross-sell and upsell opportunities that deliver genuine value. Building on the Retain, Grow and Gain principles introduced earlier in the programme, this session will focus on turning satisfied customers into loyal, long-term advocates.
By the end of this session, you'll understand how to maximise the value of every customer relationship after the sale, helping to improve retention, increase growth opportunities, and build a loyal customer base that supports long-term business success.
Learning Objectives
- Recognise the importance of post-sale follow-up in maintaining customer satisfaction and loyalty.
• Recognise the importance of opportunities to cross-sell and upsell in a way that delivers additional value to customers.
• Develop strategies to retain, grow and strengthen existing customer relationships through effective account management.
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/.
Previous
Thu 7 Jan, 12:30 pm - 1:15 pm
Sharon Drew
CPD