Expanding on their ‘Do it your way’ concept for their technology, TrigoldCrystal are now applying it to their Business Academy by asking advisors for their views about who and what, in addition to their Prospector and CRM training, they would like to see at TrigoldCrystal live national events in 2011. Advisors are being asked to complete a survey on the TrigoldCrystal website and their answers will be used to create a new program of training and speakers which will tour the country over the next 12 months.
David Thompson, TrigoldCrystal Sales Director, says: “’Do it your way’ is about TrigoldCrystal leading the way when it comes to applying ourselves flexibly to the needs of our clients. Building technology which adapts to the needs of our clients rather than the other way round is a tradition which took Trigold from zero to a 70% share of the professional sourcing market. The merger last year of Trigold & Crystal Software Solutions has brought the same ethos with greater expertise in online technology to deliver software with our clients’ changing needs.”

He continued: “A big part of this is listening to what our clients are looking for as they move their businesses forward. By taking a look now, TrigoldCrystal are in a great position to connect our clients with the areas that they think will benefit them in the future – be that learning more about new products and services for their clients or themselves, and upskilling for the future.”

Ian Brindley, Agency Development Manager at Higos Insurance Services added: “TrigoldCrystal got in touch with Higos after receiving feedback that many of their clients were interested in our extensive personal lines and commercial insurance offering. It’s great to be part of a project which really has the broker’s needs at heart and we are looking forward to delivering on that in 2011 with a number of other companies who will all be there to help brokers grow their businesses.”