Watch the Webinar – Click Here https://vimeo.com/203098935/a5ab86d99d

The webinar is about 45 minutes long, providing a full introduction to the service; explaining how the ranking system works, creating some live comparison examples and using the system as a new sales tool as well as reviewing clients existing policies.

Reviewing Existing Clients
Many advisers have lots of clients with existing policies that have never been reviewed, largely because of the time and knowledge required to do so. In many cases a client can substantially improve their cover with a new policy and advisers find that when presented with a detailed independent report to illustrate this quality difference that many choose to improve their cover.

Compare quickly with greater insight

Enables a detailed comparison against the conditions covered in a client’s existing plan and then creates a report; an exercise that will usually involved 4/5 hours of detailed work. The system can achieve the same ends in 10 minutes with a much higher level of insight based upon statistical data.

Powerful New Sales Tool

Many advisers start off using the service for reviewing existing clients but the majority are now using it for all their new sales too. They are finding that in doing so the percentage of clients buying on quality versus cost improves dramatically, thereby improving both the value and volume of their protection business for them.

In all cases the report generated provides strong support for your compliance.