We understand that that the world has recently changed. In these uncertain and challenging times our Learning and Development Team are here to support you and your business navigate the world of General Insurance (GI) and help improve your GI business models.
To try and make it easier for you, we’ll be delivering bitesize 30 minute sessions on a range of subjects. Our virtual workshops are delivered through GoTo Training which allows a simple registration process and also provides a more engaging way to offer training.
Our workshops provide an opportunity for Advisers to brush up on their knowledge and identify ways to develop their business. All you need to do is click on the link next to the workshop you wish to attend and get registered.
Structured CII CPD will be available where applicable. Please note these workshops can be tailored to individual partner firm requirements.
|SmartQuote demonstration |
A walk through of our new SmartQuote point of sale.
Our game changing tool means you can give your customer a
Home Insurance quote in minutes.
Wednesday 5th May 12pm - 12.30pm
|GI new starter induction - Part 1 back to basics |
A look at the basics of Home Insurance, identifying the two
categories of Buildings and Contents insurance.
|Tuesday 18th May 2pm - 3pm |
Tuesday 15th June 2pm - 3pm
|GI new starter induction - Part 2 |
SmartQuote Home Insurance product features and benefits
|Wednesday 19th May 2pm - 3pm |
Wednesday 16th June 2pm - 3pm
|New GI starter induction - Part 3 |
Looking at objection handling and covering off any
outstanding questions that you may want to ask before
you get started on your GI business.
|Thursday 29th April 2pm - 3pm||Register|
|Threading the GI - Fully Protected Mortgage GI training workshop |
Workshop to discuss best practice for a fully protected mortgage,
looking at the GI touch points during the sales journey
|Friday 14th May 10am - 10.30am |
Tuesday 22nd June 11.30am - 12pm
|Reasons to discuss General Insurance |
Looks at the benefits of selling GI and how it can help support your business
|Tuesday 11th May 10am - 10.30am |
Friday 18th June 10am - 10.30am
|Food for thought |
Looking at ways to develop your GI business
|Friday 7th May 12pm - 12.30pm |
Wednesday 16th June 10.30am - 11am
|Objection handling (CII CPD) |
Understanding the common objections and how to overcome them
|Thursday 20th May 2.30pm - 3pm |
Thursday 24th June 2.30pm - 3pm
|Sales Psychology- The power of words |
How to understand your customer and improve your influencing skills
with usage of positive communication
|Wednesday 12th May 10.30am - 11am |
Tuesday 25th May 2pm - 2.30pm
Wednesday 9th June 10am - 10.30am
Wednesday 30th June 11.30am - 12pm
Key learning objectives include:
- Understand reasons to discuss General Insurance for professional financial advisers
- Understand the need for home insurance and providing duty of care to protect the customer's needs
- Understanding the potential market opportunity for general insurance
- Identify ways of market segmentation for your customer base and how to position general insurance to this audience
- Understanding the online journey for buying home insurance and the reasons for offering advice and expertise from professional financial advisers
- Understand the need for home insurance and overcoming consumer objections
- Understand how to understand your customer and improve your influencing skills
Why attend our GI starter induction workshops?
“The 3 sessions have been very informative and well explained. I am new to GI and have learnt a lot from the course, I now need to spend time digesting all of the information and put it into practice.”
Ian Scott at Ian Scott Group, December 2020.