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Finding consistency in GI throughout 2025 is the perfect way to enhance your offering and maximise the potential of your business income.
Utilising forms of protection such as home insurance offer your clients the complete coverage plan, acting as the ideal bolt-on for your services.
2025 is the year to level up your GI game and earn that extra bit of income whilst providing your clients with peace of mind, knowing they’re covered by quality cover.
You can never do too much preparation. Having a structured plan for your daily or weekly tasks is a great way to see consistent progression.
Hitting frequent targets helps to track your goals and break down your calendar into smaller, manageable chunks. You can utilise these to set tasks such as client outreach, policy reviews, and admin tasks.
Sticking to your structured routine can help ease busy periods, setting achievable benchmarks throughout, helping you to stay afloat in a sea of time sensitive tasks.
However, being consistent with your workflow doesn’t necessarily mean being rigid or inflexible. You can still allow room for immediate tasks, but this can act as your core plan.
As part of your structured plan, you can weave renewals into your processes.
Renewals are a great period to utilise a touching point and re-engage with your clients before they sign on for another year of insurance.
Have they had any significant life changes? Are they planning to move property? Have they had a child? All of these are useful questions to ask your clients, adding an extra level of uniqueness and character to your interactions.
Regular renewal check-ins also open the door to upselling or cross-selling opportunities!
Combine your services with a flash system like The Source and you can offer unique experiences for your clients, helping to keep them an integral part of their own process.
Utilise swish tools like our Share Quote function to provide a fully unique experience for each separate client. Hand off specific sections of the process to provide greater control over the policy-finding journey, whilst remaining a constant source of support.
This feature, paired with our customisable tools allow you to check on client progress and view policy quotes in one space.
2025 is the year of GI consistency. Make sure you’re along for the ride!
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