This session focuses on helping insurance professionals take control of their growth by effectively managing their sales funnel, from prospecting through to long-term client relationships.  It is geared towards commercial brokers or those looking to gain a better understanding of the techniques to be more impactful when dealing with major accounts.

Participants will gain a clear understanding of each stage of the funnel, including awareness, consideration, evaluation, and conversion, and how to strategically move prospects through each phase. The session emphasizes the importance of building trust, providing value early, and developing relationships over time rather than focusing solely on immediate sales.

Key takeaways include:

• How to identify and prioritize high-value prospects
• Practical strategies for generating and nurturing leads
• Techniques to build credibility and strengthen personal branding
• Methods to track and manage opportunities effectively
• Understanding when and how to confidently move prospects to the next stage

This webinar is open to both IBANS and IBANB members through their individual websites.  Ideal for brokers looking to build and grow their book of business, strengthen conversion strategies, and take a more structured, long-term approach to pipeline development. 

This webinar is sponsored courtesy of Intact Insurance and in Nova Scotia is part of our Commercial Classroom Series.  FREE to members.

Facilitator - Ed Meiering

With over 20 years of leadership experience Ed has learned that teams of people aligned to a common vision can solve just about anything.

His journey into insurance all started when he married into an insurance family that owned a brokerage in Stratford, ON. From there, Ed worked at Donovan Insurance Brokers. He then spent over 10 years at Economical Insurance working in every functional area, with the exception of Claims. Ed then took on several progressive leadership roles at Aviva, including Regional Manager, Director of Business Development and eventually Vice President of Business Development.

An opportunity then arose for Ed to get back into the broker world, where he served as CEO of McConville Omni Insurance Brokers in London, ON for 4 years.

These opportunities have led him to what he is doing today — on a mission to help people in the great business of insurance. He is currently working with brokers as a Leadership, Strategy and Sales Management Coach.

Testimonials

"I thought that Ed's training sessions were very impactful. Those sessions made me think very critically about my own strengths and skills and how I can continue to develop them."

"Favourite part was the sessions with Ed on the sales side and learning from other people in my field."

Login details will be shared in advance of the webinar.