How to Plan Ahead for 2025 and Remain Cool, Calm and Connected 

As we look towards a new year, laying the groundwork now can ensure a strong foundation for success in 2025 and beyond.

Insurer Sales and Distribution teams know only too well the importance of proactive planning to drive sustained growth. For brokers, engaging effectively with the market to identify significant opportunities requires careful preparation and foresight.  

Whether you are a broker or an insurer, setting your course early can make all the difference for a strong year ahead. 

Using Data-Driven Strategies to Capitalise on Sizeable Opportunities 

When planning to make the most of the opportunities that the new year offers, data analysis and pipeline management are particularly important. Here are some tips to make the most of this crucial period: 

For Brokers 

• To hit your goal for 2025, you must have one, along with a strategy and plan for how it can be achieved. The strategy setting tool within Vision can help to inform your goals and set your placement strategy, exploring the feasibility of changes and the benefits of moving business to preferred insurer partners. 
   
  Once complete, details of the strategy are implemented across Vision, providing visibility to all account users, and enabling brokers to track their strategic deals on a monthly basis.

For Insurers 

• Actively prospect within Vision’s market data to reveal untapped opportunities with brokers and potentially foster new relationships. By using tools like appetite matching to receive tailored recommendations, you can save time and work more efficiently. Building these connections now can pave the way for fruitful collaborations in the new year. 

Ultimately, the key to success is collaboration. Using data within the Vision platform helps to fuel productive and meaningful conversations. 

The Impact of a Coordinated Approach 

Broker Insights Commercial Director – Partnerships, Alun McGeoghegan, has seen first-hand the impact of a coordinated approach: 

“Vision delivers results every day for brokers and insurers, but its impact becomes especially important when identifying opportunities for the new year. Our platform helps insurers and brokers identify and engage with key opportunities in real time, ensuring no potential business is overlooked. As we approach 2025, Vision’s ability to streamline connections and secure deals is crucial for achieving success and maximising opportunities.”  

Our team will be reaching out to connect with you about your 2025 plans and if you’d like to schedule a dedicated session to explore how Vision can support your goals, please feel free to book a meeting. 

Don’t forget to also follow us on LinkedIn for the latest updates and insights to drive your business forward.