Exercitation ullamco laboris nis aliquip sed conseqrure dolorn repreh deris ptate velit ecepteur duis.
Exercitation ullamco laboris nis aliquip sed conseqrure dolorn repreh deris ptate velit ecepteur duis.
Error: Contact form not found.
We’ve compiled 10 of our best tips for grasping 2025 with both hands and seizing the GI opportunity. Take a look below!
Alternatively, check out our 2025 Refresh webpage to learn more, here!
Every client interaction is a chance to provide a GI quote. The more quotes you provide, the greater the chance of converting prospects into clients.
Your current clients are a great source for growth. Use your established trust to review their coverage and identify gaps or opportunity to strengthen the cover.
Volume is all about timing. Track renewal dates for existing GI clients and get your quotes out early. Reaching out early keeps you top-of-mind and can even reduce the temptation to shop around on aggregators.
Always provide a GI quote at the outset. It shows you’re thorough, builds trust, and sets a positive tone for every transaction.
With Source, you can trust that you’ll get fast, accurate, and easy-to-understand quotes, alongside high quality service. A dependable provider makes your job easier and your clients’ lives simpler.
GI is an ongoing conversation, not a one-off event. Keep it in mind at every stage to ensure your clients’ are well-protected. If your client already had GI set up, ask for their renewal date, diarise this so you can provide a quote later in the year.
A consistent process leads to a smoother experience for both you and your clients. It builds trust, avoids confusion, and keeps everything on track.
Clients value GI when they see its real-life benefits. Share stories of how GI has helped others in situations similar to theirs.
Set weekly or monthly goals for GI quotes and measure your performance. Tracking your numbers keeps you motivated and highlights areas where you can push even harder to increase your quoting volume.
Establish a clear goal for how many conversations or quotes you’ll aim for each month. Breaking your volume goals into smaller, manageable actions makes it easier to manage and build on.
Join us and start 2025 on a high! Broker.thesource.co.uk!