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...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

The COVER Review 2024: IPAW, digital underwriting and radical change for NHS

The COVER Review 2024: IPAW, digital underwriting and radical change for NHS

Episode two

Jaskeet Briah
clock 27 September 2024 • 1 min read
Professional skills: Prioritisation

Professional skills: Prioritisation

Adjusting old habits

Matt Chapman
clock 24 September 2024 • 5 min read
SBG hires Toni Smith to lead network

SBG hires Toni Smith to lead network

Joins from PRIMIS Mortgage Network

Jaskeet Briah
clock 18 September 2024 • 1 min read