Friends Prov launches adviser toolkit

clock • 1 min read

Friends Provident is unveiling a new protection toolkit and a website which it says has been developed in response to feedback from advisers

The new site enables advisers to access all the support and tools they need to help them develop and build long term value for their protection business.

The toolkit has five sections which look at ways in which advisers can build their business with tips to help them submit business, simply and quickly.

They are:

• Selling protection - holds selling skills support material to help advisers overcome client objections and challenges during the sales process;

• Marketing to clients - contains ready made lead generators, tools and tips designed to help generate leads and ultimately sales;

• eServices - a range of online tools to support advisers through the business process from start to finish;

• Product Solutions - hosts seminars, sales aids and online support on the range of protection products available;

• Processes made easy - includes guides and checklists to help answer advisers queries around underwriting, disclosure and medical evidence to ensure business is processed quickly.

Advisers can view the toolkit here.

 

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