Financial & insurance
High-value B2B sales in a regulated market
Financial and insurance sales into businesses are high value, heavily regulated, and won on the quality of the conversation. Volume dialling gets you a complaint; a researched, compliant conversation gets you a client.
We staff reps who can hold that conversation and stay inside the rules.
The one thing a rep has to know
The renewal date is the whole game. A rep who knows when a policy or facility renews is three months ahead of one who doesn't.
The buyers
Who buys, and what they care about
Owner / CFO
Cost, cover, and not being caught out.
Compliance
That nothing said on the call creates a liability.
How long the sale takes
One to three months, driven by renewal dates.
Where the leads come from
Accounts researched by renewal timing and business change.
Before the first call
What our reps must know
- What can and can't be said on a call in this market
- Renewal cycles as the trigger
- Explaining cover or terms without advising
Questions
Questions about selling in financial & insurance
- Our reps book and qualify. Advice is given by your licensed people. We build the handover into the process.
Next step
Get the number
Thirty minutes with Matt. Tell him what you sell and how many seats you're thinking about. He'll give you a figure, not a range.