Broker Support ideas pack
A support pack of contact ideas created during Covid-19 to help support mortgage brokers and financial advisers
We want to help our business partners and adviser firms to offer and sell more Buildings & Contents insurance to their clients.
We have created a resource centre that contains guides, product information and marketing tips to assist individual advisers or firms when they are talking to clients about their Buildings and Contents needs.
If you are registered with us, you will be able to log in and view a suite of constantly growing materials but the items below show some of the information you can use when you work with us.
A support pack of contact ideas created during Covid-19 to help support mortgage brokers and financial advisers
A basic introduction to Home Insurance
Examples of what could be considered non standard cover that is available through our standard panel and the Quoforma+ quoting system
An overview of the Assurant Landlord Panel cover
The levels of cover and limits available from our household panel for valuables and personal possessions cover
How you can use Buildings and Contents insurance as a "door opener" for both existing and new clients
A great opportunity for you to reassess your client bank and create a robust, every day process to offer B&C to all customers
Send to your clients to complete and return or complete yourself prior to submitting online
Send to your clients to complete and return or complete yourself prior to submitting online
As an adviser, how you can add value to your clients and why they should look to buy their Home Insurance from you.
A helpful guide published by the ABI to help learn more about Home Insurance.
This form is for use when estimating the total value of your belongings / contents in your property. The quickest way to calculate the value of your contents is to systematically go through every room in the house and make an inventory. Include as much as you can, whether it’s the contents of your freezer or a laptop. Always remember to include over looked items such as soft furnishings, curtains and clothes. Also carry out an inventory of the shed, garage or outbuildings because garden tools like a lawnmower or perhaps a bike can be expensive.
You then need to calculate how much it would cost to replace every single item on the list with a new equivalent. The internet could help if you cannot remember the item value or you might be able to find old receipts. Remember to keep the list up to date as we constantly acquire possessions throughout our lives, especially if you buy a new sofa, TV or other more expensive items. Finally, if you have any antiques, we often recommend that you call in an expert for a valuation.
When you have a total, you can obtain a contents insurance quotation from Assurant for at least that amount, please be aware it is at all times the responsibility of the policyholder to ensure the total figure reflects the true replacement cost of your possessions.
We have designed our quote system so the first stage is a quick “click and select” process. This allows you to give us some key information to indicate which insurers may offer cover and an initial indication of a premium.
Year 1 | £0 |
Year 2 | £0 |
Year 3 | £0 |
Year 4 | £0 |
Year 5 | £0 |
Total | £0 |
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A member of our Gold Service Team will call your customer on the date and time that you have requested.