Our extensive research and analysis of the market has helped us to understand the issues experienced by advisers at the point of sale and has allowed us to develop some best practice ideas which are proven to deliver results.

We know you have the sales skills, but we have identified the key points in the sales process that will help increase your retention rates.

Click on the buttons to see our key recommendations.

GENERATING CLIENTS - WHERE RETENTION BEGINS

Good lead generation letters will establish positive contact, generate opportunities and potentially develop new client relationships.

Sample lead generation letters:

These letters have been designed to help you generate business leads. Try including a client flyer with the letter this will help in raising awareness and establishing the need for protection.

CLIENT LIFE EVENTS AND POSSIBLE SALES SOLUTIONS

No matter what types of clients you have or what life stage they're at they will have a protection need. Below are some common examples of life changing events which could be a reason for you to address your clients protection needs.

INITIAL CLIENT CONTACT

This is your opportunity to establish a rapport with your clients and establish your role as their adviser. While you are obtaining basic client details to enable you to produce your quotes, you can build your relationship, prove you are skilled and the one they need to do business with.

When you build your relationship your client is more likely to have confidence in you and be more willing to continue to the next stage with you.

To ensure you have as much information at your fingertips during this crucial stage, we have expert underwriting support available by phone or online to answer your underwriting questions. MUTAL - Our medical underwriting technical advice line.

MUTAL Support line: 0370 33 33 699 (open 9am - 5.30pm. Calls may be recorded and monitored).

Underwriting and claims solutions