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How to Get More Business From Your Clients

Course summary
1 day
Next available date: Contact for info - London
Professional Training

How to Get More Business From Your Clients

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.

Suitability - Who should attend?

The course is designed for anyone who wants to better connect with clients and/or develop their client relationships.

Delegates do not have to occupy a managerial or sales role to benefit from this programme.

Outcome / Qualification etc.

  • 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

Training Course Content

  • Renewals
    • Timing
    • Preparation / recording
    • Importance of the Client’s business
    • Value of risk management
    • Team work / Partners
  • 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
  • Review
  • Personal action plan


Contact Searchlight for more information and pricing details.

Provider: Searchlight

Searchlight - Training Courses for the Business Insurance Industry

Searchlight - Leading UK Training & Consultancy Company for Insurance and Financial Services Professionals

Searchlight is the UK's foremost provider of training for the insurance and financial services industry, covering the full range of technical, regulatory and soft skills needed by professionals operating in this dynamic business environment. Searchlight was the first organisation to receive...

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Contact information for Searchlight


18, The Courtyard, Common Lane, Culcheth
WA3 4HA Cheshire

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