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Course outlines

Download documentHow to Accelerate Growth of your Brokerage
A workshop specifically designed for owners, managers and leaders of insurance brokerages. Delegates must attend both day 1 and 2 of this course - please ensure you are available on both dates.

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Download documentManagement Development Programme
Insurance is an ever-changing and competitive environment; managers require a diverse set of skills, knowledge, attitudes and behaviours in order to effectively and confidently fulfil their roles. Our Management Development programmes are designed to enable managers at all levels not only to cope in a changing environment but to strive for excellence, competitive advantage and best practice.

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Download documentBroker Business Development Programme

The key objectives of this programme are to improve business revenues and up-selling opportunities and to achieve profitable growth on both premium and commission income. Brokers will increase their understanding of a proactive approach to business development and will build, and learn how to continuously develop, the skills required to develop their account effectively. The course also covers improving personal organisation, self & time management skills, new business meeting skills, assertiveness and influencing & communication skills.

Download documentEffective Time Management
This programme provides practical guidance on enhancing personal effectiveness and performance through better self-awareness, setting goals and objectives.

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Download documentCommunication & Assertiveness Skills
We communicate all the time but we rarely think about it. Ineffective communication is a serious personal organisational problem. Through self-analysis, role-plays and skills development delegates are given the means to become more effective communicators. Important areas covered include: body language, hidden agendas, introductions, handling aggression, voice modulation, self-barriers and listenings skills.

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Download documentNew Business Development for New and Experienced Account Executives
In today's financial climate, sales people have new responsibilities and simply providing an excellent service or technical expertise is no longer enough. This workshop has been designed to enable delegates to develop the necessary skills and techniques required by all people working in sales who are charged with business developement targets

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Download documentAccount Management & Cross-Selling
This course will teach you the skills you need to add value for your clients, while increasing sales for the company. You'll go away from the training with a new attitude toward selling, and the skills needed to be successful in cross-selling, up-selling, and overcoming resistance.

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Download documentTelesales & Cold Calling

This one day sales programme course has been designed exclusively for Insurance Brokers and those who are involved in generating new business opportunities and appointments within the organisation.

The course focuses on the first stage of the sales cycle and is centred on prospecting, finding new clients and making appointments.

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Download documentProposal & Business Report Writing
This one day course is designed specifically for Account Executives, Managers and those who need to write or contribute to reports and/or business proposals on a regular basis. 

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Download documentNegotiating & Influencing Clients, Insurers and Colleagues
The ability to positively influence and negotiate effectively is needed by all Brokers. Delegates are introduced to a range of strategies to adopt in any given negotiation situation.

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Download documentExceptional Customer Service (‘Treating Customers Fairly’ initiative)

The provision of reliable and effective client care is the lifeblood of every broker and is even more important now with the FSA ‘Treating Customers Fairly’ initiative, yet the issues which need to be addressed are extremely variable.  This course aims to raise awareness of customer service and assist delegates in providing exceptional client care.

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Download documentThe Changing Nature of Leadership Workshop

Leadership is changing and approaches focusing on flexibility, collaboration, crossing boundaries and collective leadership are expected to become high priority.

This full day workshop has been designed to enable you to understand the changing nature of leadership and how you need to adapt in this changing environment

Our Courses
For both general business training and broker-focused training, Zing have the varied and innovative programmes to meet your specific needs.
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Zing Associates
39 Alma Vale Road
Bristol BS8 2HL

Tel: 0117 959 4135

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