Think of all the elements you need to consider to prospect companies accurately. Perhaps you need to filter by Geographical region, turnover or employee headcount. Or maybe you need to uncover more specific details, like size of Fleet, or property exposure.
All of this takes time, and the information is often out of date the moment you find it. FullCircl targets companies in real-time, so you know what they actually look like – giving you a better focus on opportunities that fit your specialisms or Verticals.
Plug into the key events – think management changes, award wins, expansions or changes to their risk profile – to provide prospects and clients relevant support and guidance exactly when they need it most.
FullCircl gives you access to industry influencers and news sources to help you stay ahead of any legislation changes, HSE activity or potential exposures that could impact your customers.
With total visibility of your pipeline, it becomes far easier to identify upsell or cross-sell opportunities. A 360° view of your client base means you can initiate meaningful conversations at crucial times, offering key insights that could help develop or implement a customer’s growth strategy.
If there is an increase in Export Turnover, for example, it’ll be the perfect time to discuss Marine Insurance. If your client is experiencing a decrease in Cash in Bank, start the conversation on Trade Credit. Whatever the eventuality, FullCircl has you covered.
FullCircl commentary on the biggest issues impacting the broking industry, market research, and free guides on handling underinsurance and the hard market.
Find out how WTW have developed a concept that builds risk mapping into the sales process – And have a 98% adoption rate of FullCircl.