How to Get More Business From Your Clients - Searchlight Insurance Training

How to Get More Business From Your Clients

This workshop will help to develop the skills of those who have face to face contact with commercial clients

It will provide participants with the skills to become “Trusted Advisors” by helping the client identify and understand the risks to his/her business.

The workshop involves learning by doing, not just listening. Delegates will be on their feet, actively developing their new skills throughout the day.


Duration: 1 day(s) CII CPD Hours: 6


Identify the techniques that help clients understand risk and how it can affect their business

Understand how to structure questions that bring out the need to protect against those risks

Explain the benefit of a Business Continuity Plan.

Identify sources for risk solutions inside and outside the insurance industry

Develop relations with Business Partners

Understand the principal of Added Value

Develop examples and “What if? scenarios


. Timing
. Preparation / recording
. Importance of the Client’s business
. Value of risk management
. Team work / Partners

. Who are they
. Who should they be
. Branding
. Value of developing them

New business approach
. A different approach
. The “What if” discussion
. Timing
. Road map
. Managing client expectation

Added Value
. Define
. How to provide it
. Benefits of it
. Value v Price


Personal action plan