Effective Insurance Sales Conversations Part 6 of 6 - After the Sale
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.
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.
Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Hull, which is acting as the host institute for this event.
CII Accredited