Prepare your brokerage for the new normal.

However, the advent of Covid-19 lockdown and the emerging ‘new normal’ of a more remote working practices and client engagement mitigate against our traditional strategies to achieve these objectives.

How do we adapt our approach to protect our existing client relationships, and achieve new business success in this new environment?

How do we overcome the challenges to client communication and leverage the advantages of new technology?

What opportunities does this create in the UK insurance market?

4 August
2pm - 3pm

Client retention and new business in a changing environment.

  • Client retention and new business in a changing environment
  • The effects of a hard market on Brokers
  • Broker strategies in a hard market
  • The key drivers of success – a consultative approach and ‘trusted advisor status’
  • The challenges of the new normal – commanding client and prospect attention
  • Client apathy and how to break it
  • Exploiting the opportunity – bringing perspective to our clients and prospects
4 August
2pm - 3pm

Client retention and new business in a changing environment.

  • The elements of communication and the challenges of a virtual environment
  • Rapport building
  • How to adjust our communication style – creating the ‘Visual’
  • How we sound, questioning and listening
  • Virtual meetings – the opportunity and setting ourselves up for success
10 August
2pm - 3pm

Communication in a virtual world.

Speaker: Nick Thomas
Nick Thomas & Associates

Nick has a background as a successful sales producer, regional and national sales leader in the UK Insurance Broking market.

He was retained by a major Management Consultancy to produce a ‘best practice sales process’ in a major global broker. He was also one of only 40 employees in a global workforce of 265,000 recognised under HSBC’s flagship STARS programme for exceptional sales performance.

Nick is a widely qualified coach and personal development specialist. He is a Master Practitioner in NLP and qualified with a Diploma in Life Coaching before moving onto study Corporate and Executive Coaching. He is also an Advanced Exercise Coach and Holistic Lifestyle coach. Nick has run his own corporate health and wellbeing consultancy, and in recent years has worked in coaching, training, and consulting to the UK Insurance sector, including withing Insurance Mergers and Acquisitions.

Nick Thomas & Associates provides a wide range of technical insurance, soft and business skills training to the UK Insurance Sector. Nick has recently completed a highly acclaimed online training programme, ‘Broker Sales in a Changing Environment’ drawing up to 700 delegates per Webinar.