Making GI Easy

GROWING YOUR GENERAL INSURANCE BUSINESS

Recurring income from general insurance can be increased dramatically by a mix of good day-to-day business habits and occasional marketing campaigns. Here are some ideas and documents which will help :

Day-to-Day

• When conducting initial interviews or customer reviews, always ask clients if they are happy for you to quote for their personal and/or business insurance
• Add additional questions to your fact-find documents if required
• Collect policy renewal dates and current premiums, and enter in a diary system or on a spreadsheet
• Diary to contact the client 1 month before their renewal date
• Obtain quotes at www.baonline.co.uk or introduce the client to Berkeley Alexander
• Provide quotes to customer and follow-up

Campaigns

• Use Flyers (see right hand menu) to
  • Hand to customers at your office counter/reception
  • Hand to clients at interviews
  • Insert flyers into all correspondence envelopes
• Collect policy renewal dates and current premiums
• Diary to contact the client 1 month before their renewal date
• Obtain quotes at www.baonline.co.uk or introduce the client to Berkeley Alexander
• Provide quotes to customer and follow-up

If you need help with your growth plans, please contact: