Client Meetings with prospective clients with or without Senior Management support
b. Position the Brand and the Business Proposition, answering WHY US
c. Target Setting keeping the yearly targets in mind, split quarter, and month wise
i. Broad Annual Plan with some granularity
ii. Sales Funnel creation: Rolling 3-month basis
iii. Prospecting; solo Client Meetings or Meetings with Head as and when necessary for either large clients or complex transactions
d. Weekly Review with Head of SBU and Head of Commercial Lines
i. Monthly Targets vs Performance
ii. Meetings: Planned vs Performance
iii. Status Update
iv. Plan for next week
e. Monthly Review in a detailed manner, based on the same variables as Weekly Review
f. Annual Sales Meet:
i. Introspection of current year
1. Plan vs Performance
2. What went right vs what didn’t go right
3. Internal Improvements to be made
4. New actionable to be created to strengthen our Proposition
ii. Strategy and Plan for next year
1. Business Segments focus
2. Insurance Company Review:
a. Support in Quotes
b. Support in Claims
c. Commercials