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.

THE SALES JOURNEY

A smooth sales journey is a key driver of retention. If processes and your service are efficient clients are more likely to retain the policy you recommend.

Top Tips:

• Be the expert – have a good knowledge of products and conduct thorough fact finds to establish and confirm the need for protection.
• Ensure clients bring all relevant information and documentation (i.e. medical history/employer benefits) with them to avoid delays.
• Full and clear disclosure is required. The more information provided the greater the chance of a swift underwriting decision.

Help to make the sales journey smooth:

• OLPConnect – A dynamic new online system that has been designed to give you, the adviser, more control, access and speed for your protection business.
• Sales support – Flyers and information leaflets for you and your customers about family protection, mortgage protection, business protection and more. Remember giving the client a ‘What Happens After
  You Apply’ and ‘Underwriting Explained’ leaflet can help manage their expectations through the application process.