Online Event - Proactive Referrals and Recommendations

The Insurance Institute of Cardiff invite you to a webinar on; Proactive Referrals and Recommendations

Thursday 2^nd July 2026 -12:00 – 13:00

The webinar will be run via Zoom, a global web-conferencing solution. Zoom is easy to use, a link and joining instructions will be sent to you at the time of booking.

About the session:

This interactive session explores the power of proactive referrals on client relationships. We’ll share how to identify and proactively generate new business through trusted referrals and authentic recommendations, with confidence.

We’ll also learn how to create meaningful client advocacy, how to ask without awkwardness and how to position ourselves as professional that clients naturally want to recommend.

Course Agenda:

• Understanding what drives referrals
• Creating the conditions for recommendations
• Asking for referrals confidently
• Building a referral mindset and plan

Learning Objectives:

• Recognise what drives referrals and how to create them through great client experiences
• Overcome the barriers to asking more intentionally
• Build confidence in asking for referrals in a professional way
• Develop a personal action plan to grow opportunities from your existing relationships

About the speaker:

The Course will be run by Barbara Darlington of Zing 365.

Barbara has over 20 years of real world sales experience in outbound lead generation, business development and senior leadership roles in the insurance broking, IT and Technology sectors.

Barbara has consulted and worked for insurance brokers of many specialisms and sizes, from smaller regional brokers, to top 100 regionals and latterly with one of the larger M&A groups through a time of rapid growth.

Further information:

A link will be sent via your email address supplied at the time of booking. PLEASE DO NOT share this with anyone else.

To view our image and video capture consent statement, please click here.