Bringing in Business from Clients & Prospects

Thursday, 27 September 2018
8:30 am – 1:00 pm
    • Kevin Hopton

Bringing in Business from Clients & Prospects

CPD Morning Meeting -Thursday 27th September 2018

This event will be presented by Kevin Hopton who is a learning and development specialist with a proven track record or developing innovative learning solutions and has spent much of his career working with the insurance industry.

In this workshop we will

  • Look at the type of business culture in which sales flow naturally
  • Consider how best to manage our pipeline of business prospects
  • See how best to revisit old contacts or prospects which have gone cold
  • Explore how to identify when existing clients are ready to buy more
  • Discuss how to spot the right time to ask for referrals or recommendations
  • Find out how to take the fear out of asking for more business from clients
  • Look at the times when sales opportunities present themselves
  • Consider how best to present proposals to best effect
  • Explore how to maintain rapport with clients between sales
  • Build the confidence to ask for what you want

Venue: AMP Technology Centre, Advanced Manufacturing Park, Brunel Way, Rotherham, S60 5WG

Meet 8.30 for 9am start. Event will conclude around 1 pm.

Why you should attend the event?

The aim of the course is to enable delegates to sell and cross sell more effectively to clients and prospects. This training will enable delegates to make the most of the regular contact they have with clients and recognise the opportunities to sell more and to reconnect with people they have previously been in touch with.

Who should attend?

This will be of interest to all CII members – Insurers, Brokers and Loss Adjusters.

Learning Outcomes

The main objectives of the course are to:

  • help create a business culture where selling is natural
  • identify the opportunities to sell to existing clients and prospects
  • effectively present proposals to clients and prospects
  • build confidence in delegates to help them sell more
  • AMP Technology Centre
  • Advanced Manufacturing Park, Brunel Way
  • Rotherham
  • S60 5WG
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

4 hours' 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