Time for a call to talk through the proposal
Email thread Saltdean Hart Insurance Brokers: documents · sales
Priya Raman asked Nigel Ferris for a short call before anything is signed. Nigel chose Tuesday at 09:30, preferring to talk rather than read, and wants to hear what it means for clients and the bottom line.
What was said
What this says
Current to 11 Oct 26Priya Raman asked Nigel Ferris for a short call before anything is signed. Nigel chose Tuesday at 09:30, preferring to talk rather than read, and wants to hear what it means for clients and the bottom line.
Ask: Priya wanted ten minutes with the Managing Director to go over the proposal terms before signature, after Zoe Kendrick and the team had reviewed it.
Customer view: Nigel replied within the hour and set the call for Tuesday morning. He wants client impact and the bottom line, not documents.
Next: Priya rings Nigel at 09:30 on the Tuesday and leads with client benefit and total cost.
The thread
Updated 9 Oct 26Messages
Priya Raman 18 Oct 2024 12:44Hi Nigel, I hope you're well. Zoe and the team have been through the proposal and I'd value ten minutes with you to go over the terms before anything is signed. Would a short call early next week suit? Tuesday morning or Wednesday afternoon would work for me, and I can fit around your diary. Best, Priya
Nigel Ferris 18 Oct 2024 13:15Priya, Thanks for this. Tuesday morning is better, say 09:30. Give me a ring then and we'll go through it. I'd rather talk than read a pile of paper. The clients come first, so I'll want to hear what it means for them and what the bottom line is. Regards, Nigel