Most insurance firms and brokers aren’t short on opportunity. They’re sitting on growth they can’t see or act on consistently.
In this session, we’ll show you how to:
Bring your client data into one clear, joined-up view across systems
Introduce structure into renewals and reduce missed opportunities
Use AI to highlight cross-sell potential and support BD activity without added overhead
Watch the webinar on-demand
Webinar details
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Jon Pittham (Karman Digital) & Maxime Lauricella (HubSpot)
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Watch on-demand
schedule
45 minute session
What's in store for you:
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Renewal intelligence
How to bring consistency to renewals and spot risk earlier, before it impacts retention.
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Cross-sell and upsell
How to uncover missed opportunities across your client book using data, not instinct.
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AI agents in practice
Where AI can take on real workload across BD and service, without adding complexity.
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Single view of client data
What changes when every team works from the same, complete client picture.
Speakers
Jon Pittham CEO & Founder, Karman Digital
Jon leads Karman Digital, a HubSpot Diamond Partner that supports financial services firms in achieving operational excellence through CRM and digital strategy.
He brings over twenty years of experience guiding legal and B2B organisations in the effective use of technology for growth.
Maxime Lauricella Partner Development Manager, HubSpot
With more than eight years’ experience in the SaaS sector, including six years at HubSpot, Maxime brings extensive expertise in marketing and sales strategy, driving impactful results across complex revenue operations.
Recognised by HubSpot for financial services expertise
Karman Digital is awarded with HubSpot’s Financial Services Industry Specialist badge, recognising extensive experience supporting firms across banking, fintech, wealth management and insurance.
We help these organisations shape HubSpot around complex sales cycles, regulatory environments and client relationship models.
Who should watch?
This session is built for leaders and brokers responsible for growth, operations, and client experience in insurance. This webinar is for you if any of the following apply:
You're responsible for systems and process design
You're accountable for pipeline and account growth
You're looking for clearer visibility across the client book
You're seeking alignment with client lifecycle and revenue
Turn visibility into growth
Join us for a focused walkthrough of how to connect your data, structure your renewal process, and give your teams a clearer view of where revenue sits today.
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