Neilson reports on signposting so far

First phase progress

clock • 2 min read

174 declined customers from direct channel were found cover in the first three weeks.

The Neilson Group launched the first phase of signposting into its direct customer journeys in November, resulting in 174 declined customers being found cover in the first three weeks.  This initiative marries direct to consumer buying journeys with guided and full advice where needed and sees declined customers of Neilson's direct Smart Insurance brand being automatically referred to the specialist protection advisers at whole of market advice firm Neilson Place.  Neilson Place advisers use their protection expertise to liaise with insurers and seek out the most appropriate products, en...

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