CoPilot Prompts for Insurance Brokers

CoPilot Prompts for Insurance Brokers by David Staughton

Best ways to use Microsoft Copilot (with Microsoft 365) You can use COPILOT effectively, especially tailored for productivity in consulting, marketing, admin work, and content creation: Productivity Use Cases for Copilot in Microsoft 365 1. Copilot in Word – Drafting, Summarising, and Refining Documents Generate first drafts from prompts like: “Write a marketing strategy for
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Behaviour Profiling: A Toolkit for Understanding People at Work

Behaviour Profiling A Toolkit for Understanding People at Work by David Staughton

How Behaviour Profiling Can Help You Understand People and Build a Better Team Understanding people is the key to better teamwork, leadership, and communication. Behaviour profiling gives you the tools to decode what drives others — and yourself. From hiring and team building to sales and leadership, profiling frameworks help take the guesswork out of
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Benefits of AI for Insurance Brokers – How AI Helps Brokers

Benefits of AI for Insurance Brokers – How AI Helps Brokers by David Staughton 2025

  AI for Brokers in the Insurance Industry: What Brokers Need to Know The insurance industry is undergoing a massive transformation powered by Artificial Intelligence (AI). Once viewed as a future trend, AI is now a present-day tool reshaping how insurance brokers work, communicate, and compete. From automating repetitive admin tasks to offering hyper-personalised client
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How to Grow your Business in Turbulent Times

How to GROW your Business in Turbulent Times by David Staughton

In turbulent times, it is vital to know how to GROW your business. In this blog for Small Business and Professional Services, Business Growth Expert, Dave Staughton shares his best strategies and tactics to help you adopt a winning mindset, find more leads and convert more prospects into clients. You’ll learn tips and techniques to
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Fact Finding Questions – Best Practices for Insurance Brokers

Fact Finding Questions Best Practices for Insurance Brokers by David Staughton

TIPS FOR BEST PRACTICE FACT-FINDING QUESTIONS IN INSURANCE Asking better fact finding questions leads to better outcomes. Whether you’re dealing with new clients or renewing existing policies, improving your fact-finding process can significantly boost your income, build stronger client relationships, and generate more referrals. This guide outlines powerful tips, conversation scripts, and a structured checklist
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Twelve Top Sales Growth Tips to Boost Your Business

Twelve Top Sales Growth Tips to Boost Your Business by David Staughton

SALES GROWTH TIPS FOR YOUR BUSINESS If you’re ready to grow your business, generate more referrals, and create momentum in your market, these twelve sales growth tips will help you stand out, stay motivated, and bring in more of your ideal clients. Whether you’re a seasoned business owner, consultant, or professional, these proven strategies will
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Million Dollar Questions – Questions & Phrases that changed my life

Million Dollar Questions Questions-& Phrases That Changed My life by David Staughton

Million Dollar Questions That Changed My Life — And Phrases too When I first started in business, I was scrambling. Like most people in a service business, I wanted results — quickly. I tried everything: marketing tricks, discounts, even worked weekends. But none of those things made the real difference. It was one simple question.
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How to Be an Employer of Choice and Attract the Best Staff

How to Be an Employer of Choice and Attract the Best Staffs by David Staughton

CHECKLIST – BECOMING AN ‘EMPLOYER OF CHOICE’ Attracting and keeping great talent has never been harder — or more important. In a highly competitive job market, being just a “good employer” isn’t enough. The best candidates are searching for more than a paycheque — they want purpose, flexibility, recognition, and a workplace that aligns with
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Effective Coaching Questions for Managing Your Team

Effective Coaching Questions for Managing Your Team by David Staughton

The BIG List of Coaching Questions & Facilitation Questions HOW TO BE A GREAT TEAM COACH BY ASKING MORE COACHING QUESTIONS Here is my own story of discovering and using coaching questions to engage my staff and get much better results. Back in the late 1980’s, when I first started hiring people and being a
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