Sesame Bankhall Group (SBG) has launched a series of support guides for protection advisers aimed at improving conversations and writing business “more efficiently."
Designed to help advisers boost business, the guides provide advisers with an overview of the criteria required to recommend a protection policy to customers, including product, price, underwriting and service. Underwriting in particular is focused by offering a step-by-step guide to help advisers "navigate" the underwriting process within protection through "useful tips to help speed up the process," SBG stated. Improving customer communication is also addressed by including insights into the protection industry for consumers, made accessible through a white label "that removes jargo...
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