Here at Assurant Intermediary, we are doing everything we can to help you not only maintain your business presence with your customers, but also improve it.
The extraordinary circumstances we are living in have meant a lot of adaptation in our personal lives and working practices and our ability to adapt in testing times is crucial to our success.
We know how busy advisers have been coping with demand for mortgages and recently a report was published that Monday 18th January, was the 5th business day for mortgage searches in the last 2 years. *
In busy times, it is very easy for customer’s protection needs to be overlooked or to be given secondary priority.
The good news is that in a recent survey undertaken by Guardian, 91% of advisers say they always discuss protection with their clients when advising on a mortgage. **
This is a fantastic news but what about the 9% that don’t?
Are 91% of advisers discussing ALL areas of their customer’s protection? Critical illness, income protection, home insurance as examples
And what follow up process is in place if the customer says they want to come back to it later?
Offering this advice and service to your customers in all areas is a must and that includes making sure their properties are properly protected.
This is where our highly successful Gold Service referral scheme can really help and take up from adviser firms has certainly grown in the last 9 months.
You can refer new and existing customers to us, and we contact them on your behalf to provide a quote and offer suitable buildings and contents solutions for their needs. You and us working together.
This can be a short or long term solution, allowing you to offer a full protection service to your customers, saving you time while still building you a renewable income. All successful referrals are paid at 17.5% of the annual premium, both at new business and at renewal.
In busier times, you and your customers having nothing to lose and everything to gain!
Contact us to find out more
03332 000 444