BIBA Schemes & Facilities webinar - Unlock new sales opportunities and the true value of company accounts presented by FullCircl

Join us to unlock the hidden power of company accounts and data. Learn how to drive sales, uncover underinsurance, and support your clients.

Learning objectives:

At the end of this webinar, attendees will:

• Explore sales enablement strategies - Unearth innovative techniques for leveraging company intelligence to pinpoint potential areas of exposure within clients and prospects. Proactively provide products and services to meet their demands and needs, maximizing your sales success.
• Conquer underinsurance challenges - Develop the skills to identify underinsurance risks within your portfolio and spot coverage gaps for your clients. Discover proactive strategies driven by financial data to offer well-informed advice.
• Assistance with compliance – Unlock data driven insights that deepens your consumer understanding to assist with your requirements by providing transparent and informed advice to your clients that helps them pursue their financial objectives and safeguards them from foreseeable harm.
• Understand financial reporting fundamentals.

Presenter: Ashleigh Gwilliam

With nearly two decades of front-line insurance broking experience, Ashleigh now spearheads FullCircl's Insurance division. His expertise empowers our clients to have more impactful conversations and connect effectively with their customers and prospects. Ashleigh's career journey began at A-plan, where he served personal lines clients before advancing through commercial and large corporate divisions. He has successfully led teams of insurance consultants in both sales and retention roles, with notable stints at Howden and the NFU Mutual. Ashleigh's specialization lies in equipping clients to deliver advice-driven sales, accomplished by unlocking the invaluable insights within company intelligence—a critical asset for today's modern insurance brokers.

Delegates participating in the accredited webinar can claim up to 1 CPD hour towards the CII member CPD scheme. A formal completion certificate will be issued for members attending and returning a feedback form.

DISCLAIMER:

Our webinars are designed to give information and guidance and we aim to make them as accurate as we can at the time of presentation and recording. However, they may sometimes represent individual views and BIBA cannot guarantee, nor do they accept any responsibility or liability for, the accuracy or completeness of the content or for any loss which may arise from reliance on information contained within these presentations and recordings.