Broker Toolkit
Our Broker Toolkit is a complete sales support pack, designed to help you grow your business and your revenue. Within the Broker Toolkit you will find a series of tools and guides to help you with your general insurance sales.
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Business Action Plan
An action plan can help you generate sales by identifying new sales opportunities within your existing customer database.
You can also download a word version.
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A Guide to Cross Selling General Insurance
This guide provides helpful advice on planning successful cross selling campaigns including how to handle objections and tips for making those all-important follow-up calls.
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Customer Fact Find
A Fact Find Document helps you establish your client's personal needs and requirements.
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This page is intended solely for the attention of Directly Authorised or Exempt Firms as defined by the Financial Services Authority and must not be issued to the general public.