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Sesame Bankhall Group has released a number of support guides to help brokers expand their protection business.
The brokerage network, which includes more than 10,000 consultants, says the guides provide “tools and know-how” to improve defense negotiations and run business more efficiently.
The materials focus on three key issues that consultants face:
- Communication with clients – a consumer protection guide that brokers can use to describe options to clients in simple and understandable language.
- Making a Recommendation – An overview for consultants of the four key factors that are central to making a protection recommendation: product, price, insurance, and service.
- Underwriting – A step-by-step guide to help consultants navigate the insurance underwriting process, including helpful tips to help speed up the process.
Sesame Bankhall group’s head of GI protection and offerings Emma Thomson said: “At a time when volatile economic conditions are increasing pressure on consumers, protection can provide financial stability and peace of mind.
“Advisers’ responsibility to drive these conversations will be further strengthened by the introduction of Consumer Duty as the Financial Conduct Authority seeks to ensure that businesses help deliver the best results for clients and protect them from foreseeable harm.
“Over 750 consultants have signed up to our campaign and promised to teach protection to every client, so we know they have demand.”
New Leaf Distribution Managing Director Daniel Hobbs adds: “As a visionary company, we are always looking for ways to improve customer communications and streamline our consulting processes.
“All of these new guides are a welcome addition, helping us engage our customers by presenting options clearly and simply.
“The Consumer Protection Guide is one of the best I’ve seen as a customer brief, and it can also be white-labeled, which is a real bonus.
“Once a client truly understands the confidence that can be gained in protecting themselves and their family’s future, the benefits for all become clear.”
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