New Year’s Resolutions

Habits to include in your sales process

2025 is the year of General Insurance!

To get back into the swing of things as we start the New Year, we’ve crafted this guide on how you can maximise your offering and integrate GI into your services, if you don’t do so already. Offer your clients the full protection experience and ensure they’re covered on all fronts by utilising GI as a part of your business model.

Start As you Mean to Go On

First impressions matter, even when you’re not face-to-face.

Every adviser utilises phone calls throughout the sales process to communicate with those needing advice. It’s how you structure these calls that can create a lasting impact on your client.

These touchpoints aren’t routine – they’re opportunities to set the tone of a long-term relationship between an expert and a trusting consumer. If you currently focus these conversations on mortgages, you can interweave questions about ‘what ifs’ and how you can explore overlooked risks.

You’re more than an adviser to your clients, you’re their safety net; catching potential obstacles before they slip through the cracks.

Integrating General Insurance into your conversations early on provides comprehensive advice, whilst offering you a topic to return to in the future. This preliminary talking point presents an additional product to your clients, maximising your impact.

Focus on Personalised Solutions

In an increasingly digital landscape, ‘personalisation’ isn’t just a buzzword; it’s the centre point of trust. Nobody wants to feel like a number, they want to feel valued and heard. So, when you take the adequate time to establish a tailored approach, it shows you prioritise your client’s unique needs.

Digging deeper, personalisation offers more beyond a trusting bond, creating an emotional buy-in. A client who feels truly understood and catered for is infinitely more likely to return and recommend your services.

Whether it’s remembering the small details in your notes about their life or tailoring unique recommendations to specific circumstances, personalisation possesses the power to transform a transactional process into a meaningful relationship.

Using systems like The Source offers this extra layer of personalisation, wherein you can hand specific sections of the quote journey to your clients for them to complete in their own time. This eases time sensitivity and gives greater control to clients over their protection needs, along with the benefits listed above.

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New Year’s Resolution – Make Follow-Ups Integral

A key method to boost retention rates is to re-engage with your clients, maximising the full potential of your back book.

Acquiring new clients can often be unpredictable, so nurturing your existing client base provides you with a concrete foundation for ongoing business growth, allowing your services to flourish.

Checking-in with clients before renewal is a great way to catch-up on significant life changes that may be significant to their policy. For example, getting engaged will require a ring to be covered by their provider, or moving homes will require a new policy altogether!

For clients who need time to decide, why not set reminders to check in with them? A quick email or follow-up call shows you’re invested in their needs, whilst still giving them the time and space they need to make an informed decision.

Leverage the Latest Tools and Technology

Utilising systems such as The Source allows you to access client progress for re-engagement throughout the sales process, insights into business performance for specific periods and a general improvement on your typical business management technology.

You can view essential client data, track policy status and manage renewals all in one space. This all helps to empower you and give you the tools to enhance your services, as well as providing clients with quality home insurance products.

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