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Account development tips for brokers

Our series of tips for Select Brokers® highlights opportunities to help grow your customer accounts.

Companies operate in a constantly changing environment. And almost every change can become an opportunity to discuss risk management and insurance needs. The key is to focus on what customers and their organizations are experiencing.


Account Development Tip October 2018
Make your case for the sale from the customer’s perspective

Is your sales presentation filled with clichés and vague promises? Change your mindset – and your...

Account Development Tip September 2018
Are you putting enough thought into your emails?

The tone and content of your emails can create lasting impressions with customers and prospects....

Account Development Tip August 2018
The key to selling: Asking the right questions

Carefully preparing questions to ask a client not only gets you the information you need but also...

account dvelopment tip discussion
Are you giving your risk management work the credit it deserves?

Risk management is critical to the success of an individual or a business. Recognizing this can give...

Insurance Broker
Will this make me look desperate?

Making extraordinary efforts to meet prospects shouldn't be viewed as weakness. On the contrary,...

Brokers Zurich Attend Client Meetings Account Development
Attending client events can deliver substantial benefits

Your clients often hold events for their prospects and customers. Producers able to attend can boost...

Broker Tip Asking for Referral
When you've earned a referral, make your case to clients

Referrals are an important part of being compensated for your work. How you frame your request for a...

Broker tip politics and selling
If you can’t avoid talking politics, embrace it as a learning tool

Practice your listening skills by hearing out alternative points of view, even when they stand in...