How to create a pipeline as a specialist insurer
How a sales pipeline can help teams track their progress, pinpoint revenue-killing roadblocks, and prioritise their efforts to increase revenue is covered by Russell White, CEO of Peach Pi and NPAI, in his Insurance Post Top Tips video.
In his Top Tips video, White recommends insurers:
- Build their network – authentically.
- Stay in the conversation.
- Create pipeline systems and processes.
Speaking at this year’s British Insurance Brokers' Association Conference in Manchester, White said find a genuine connection based on something value added to form a relationship is essential if a specialist insurer wants to create a pipeline.
He said: “Staying in the conversation is really important, especially if you are in a competitive situation like a bid or formal tender.
“Sometimes the most rewarding opportunities are the ones you thought you weren’t going to get and then you do win by continuing, through shaping, and building a new proposition and that can then last you a lifetime.”
Over the coming weeks Insurance Post’s Top Tips videos will feature the industry's leading lights sharing simple but effective ideas that could take your insurance business and career to the next level.
If you liked today’s video then please follow White’s advice and use the social media buttons above to share it on LinkedIn, Facebook, or X.
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