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Gallagher Retail Sales Presentation

Arthur J. Gallagher & Co. is a global insurance brokerage and risk management services firm headquartered at in Rolling Meadows, Illinois. The firm was established in 1927, employs more than 21,500 people worldwide in more than 150 countries and is the fourth largest insurance broker in the world.

Three Challenges

1

The Right First Impression

Create an impressive visual presentation that reflects the capability and scale of a multi-billion dollar organisation, with local presence and knowledge.

2

Compelling Conversations

Using engaging visuals embedded into an interactive sales tool, deliver compelling messages that will educate prospects to why they need to 'do something different'.

3

Convert Opportunities

Teach client facing colleagues to deliver relevant, compelling and concise messages which will result in a second meeting. Allow Gallagher to demonstrate how they can add value from information they will obtain between the first and second meeting.

"The overall engagement and deliverables were superb and unlike anything I have experienced before. It helped my team to understand why traditional presentations don't work and how to use our new sales presentation to engage the audience and deliver relevant content."

Jon Simpkin - Managing Director North Region UK Retail

The Results

Move through the sales process with visual conversations not a linear sales pitch

PowerPoint (but not as you know it) helped the team to not only communicate the proposition, but to also probe and identify how the Gallagher proposition will be relevant as part of the ‘pre-sales’ activity.

The sales messaging, slide production and coaching have resulted in a significant improvement in the ‘first to second’ meeting conversion rates. This was the primary objective of the engagement, which was to deliver a compelling proposition in ‘meeting one’ which would gain the approval of the prospective buyers to provide additional information and secure ‘meeting two’, where we could present our initial findings and recommendations.

We also hosted a two-day training programme to not only teach the team how to deliver the presentation effectively, but to also help them understand the science behind effective interactive sales presentations and why traditional presentation don’t work anymore.

Gallagher

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