LATEST NEWS:

Income development through retention - view our new WEBCAST with Duncan Crocker (MD) Intermediary Distribution and Mike Pritchard, Head of Operational Quality.

We can help you capitalise on protection sales opportunities and we can support you in your approach with your clients, helping to maximise your income and grow your business.

SO HOW MUCH ARE YOU LOSING EACH YEAR?

We are leading the industry with our retention tools and applications that not only help you with point of sale efficiency, but supply you with free, unique and proven services that can save you time, money and customers.

We can help you to convert more applications into sales, reduce immediate cancellations where a payment is never received and aid in keeping a policy on the books for the long term.

Not Proceeded With – NPW - An application submitted to Legal & General but never goes on risk
Cancel From Outset - CFO - The policy has gone on risk, commission is generated however first premium is not received by Legal & General Lapse - Policy was in force, but the customer cancels or premium can't be collected due to error, outside the 30 day cooling off period