It’s important to gather as much information as you can about your client in order to arrange cover that properly fits their needs. In addition to reviewing any available information on their current insurance policy, it’s useful to speak to your clients and get to know them on a more personal level.

It’s important to gather as much information as you can about your client in order to arrange cover that properly fits their needs. In addition to reviewing any available information on their current insurance policy, it’s useful to speak to your clients and get to know them on a more personal level.

You’ll already have the details of your client’s policy, now make sure you know enough about them to tailor the cover you offer to their needs and effectively communicate the benefits of what you’re offering.

For example, if your client has children, it may prove valuable to add Accidental Damage cover to their policy. You could also enquire about pets, as if the worst comes to worst and their home becomes uninhabitable, Paymentshield offer alternative accommodation. This way, they won’t need to fork out or find somewhere for their pets to live.

It’s also a good idea to ask your clients to look around their home and check the total value of their contents. Underinsurance is more common than people think, so it’s always better to be safe than sorry. It’s also worth noting that contents should ideally be checked and updated on a regular basis – at least once a year.