BIBA webinar - Identifying new sales opportunities in the power of company accounts

Join us to unlock the hidden power of company accounts and data. Learn how data can help you drive sales, uncover underinsurance, become a trusted advisor and support your Consumer Duty requirements.

Learning objectives:

By the end of this webinar, delegates should be able to:

• Outline Financial reporting fundamentals – Interpret financial data to drive meaningful insights about business performance and strategy, supporting you to make informed business decisions.
• Analyse how you can conquer underinsurance challenges - 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.
• Explore what assistance we can provide with Consumer Duty compliance – Deepen your consumer understanding to assist with your Consumer Duty requirements by providing transparent and informed advice to your clients that helps them pursue their financial objectives and safeguards them from foreseeable harm.
• Identify 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, maximising your sales success

Presenter - Chloe Weatherill

Chloe has spent the past five years at nCino — formerly known as FullCircl and Artesian — working exclusively within the insurance sector rising in the business to Senior Enterprise Relationship Manager for the Insurance division. Across that time, she has partnered with brokers and insurers of every size, helping them unlock the company intelligence that drives more meaningful conversations with customers and prospects. Her specialism is equipping clients to move from transactional selling to genuine, advice-driven relationships — the kind that define the modern broker. In addition to her role, Chloe is a proud member of the BIBA South-West committee, supporting brokers at a regional level.

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.