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.

POLICY ON RISK

Contacting and managing the client journey is key to increasing retention rates:

• When the policy is about to go on risk phone your client to discuss what will happen over the next 4 weeks.
• Following up from the phone call, a letter highlighting the key points will give the client a second chance to understand what was discussed.
• Follow up after 3 months to ensure your customer is happy with the products and comfortable with the providers service.

We have sample letters you are welcome to use as guides:

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.