Planning for the Financial Year Ahead - Building a Pipeline

March 12, 2025

09:30

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Description

A new financial year is upon us. That can only mean one thing – how are you going to grow your business?! This webinar is aimed at sales, business development and managerial professionals in the insurance industry who are wanting to think of new strategies to grow their book of business. We will focus on practical approaches to client retention, new business development and strategic planning to ensure consistent revenue growth to meet business goals and targets.

Objectives

• Identify key areas for growth and improvement• Develop a structured pipeline to meet business objectives and targets • Explore techniques to enhance retention, increase referrals and drive new business • Recognise tools to track and measure success