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Business health check
In this webinar, Shelley Read our Senior Intermediary and Development manager will show you how to analyse your protection business to ensure it’s performing at its best.
She’ll take you through our personalised insight report, highlighting areas that can protect you and your business as well as raising awareness of areas to increase revenue and profitability.
We’ll also look at the best way to use data and MI to understand and identify business risks.
CPD learning outcomes - 35 minutes
- Confidently use Royal London’s personalised insight report
- Analyse your business activity using data and MI
- Identify risk areas and opportunities of your business to increase revenue and profitability
What's covered
- Identifying your key business drivers
- Through the eyes of an adviser
- Send to client
CPD certificate of completion
Once you've watched the webinar, simply complete the short quiz below and give us a few details in order to receive a CPD certificate of completion.
Check your knowledge
To gain your CPD certificate answer the following questions.