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.

	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.
	Customer Fact Find A Fact Find Document helps you establish your client's personal needs and requirements.
	Objections Handling Guide This guide provides suggestions of how to handle conversations tactfully and persuasively.
	Follow Up Calls Guide This guide provides hints & tips for making those all-important follow-up calls.

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.

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