We want to help you keep your business on the books. The last thing you want is to have done all the hard work with the sale then lose your customer before the first premium is paid.
Our extensive research and market experience has allowed us to develop successful prevention analysis tools and recommendations which our experienced protection sales force will be able to bespoke to your needs.
Click on the buttons to see 3 of the most common recommendations.
CHECK DETAILS BEFORE SUBMISSION
To help prevent cancellations and commission clawback simply double check submission details.
The top 3 reasons for policy amendments are:
- Name spelt incorrectly
- Incorrect date of birth
- Incorrect smoker status
Let us provide you with bespoke recommendations tailored to your needs – please get in touch with your usual Legal & General contact or alternatively email us at IFA.Retention@landg.com.
ACCEPTANCE TERMS
After the acceptance terms have been issued, make sure that the client
understands the detail of the Acceptance Letter. If the applicants have
been given an exclusion, rating or anything that is different to that
of the
original quotation, explain why and make certain that the client is
comfortable with this and happy to proceed.
It is part of your TCF obligation to your client that you do everything in your power to ensure your client understands their need for protection and the protection products they are being sold.
Let us provide you with bespoke recommendations tailored to your needs – please get in touch with your usual Legal & General contact or alternatively email us at IFA.Retention@landg.com.
