CPD Event- Sales & Client Retention in the New Normal
About the Session
This session will cover approaches and methods to overcome the challenges presented by the hard market and the current situation involving more remote working.
About the trainer
Nick Thomas & Associates provide wide ranging training and coaching solutions to the UK Insurance sector across Sales, Business/Soft skills, Regulatory and Compliance, and Technical insurance training.
Nick offers a unique combination of skills in the UK insurance training sector – an industry sales specialist and a professional coach and trainer.
Nick is an Economics graduate with over 25 years corporate insurance broking experience.
He works with a specialist adviser in Insurance sector M&A (Mergers & Acquisitions), and through Nick Thomas & Associates.
Learning Objectives
Understand the importance of close client relationships and trusted adviser status particularly in a hard market and how this may be compromised by more remote working
• Understand that there were already challenges to the adviser or seller pre-Covid – client apathy
• Learn approaches and methodologies to overcome these challenges and maximise the opportunities
• The importance of social selling
• Understand the use of ‘perspective’ to exploit the opportunities to break
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's 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/cpd.