RUNNING OF THE SCHEME
- Checklist for issuing a Certificate of Insurance
- Claims process
- Client contract and handbook audit considerations
- Example Demands and Needs statement
- Example quote letter – with client care wording
FACE-TO-FACE COMMUNICATIONS
- Example telephone sales call guidelines
- Example meeting guidelines
- Sales aide memoir
- Seminar/webinar feedback form
MARKETING COMMUNICATIONS
- Example press release
- Example leaflet wording
- Example advert wording
- Example sales letter/e-mail
- Suggested wording about Temple for your communications
- Employment law website articles/blog
MARKETING IDEAS
- Content Creation
- Investing in Sales Activities
- Email marketing
- Video Content
- Influencer marketing
MARKETING PLANNING
- Preparing a marketing plan
- Finding and contacting your prospects
- Marketing communications overview
- LinkedIn
