We wanted to share with you some of our Tools/Calculators, designed to help with client conversations, overcome objections and have you seen our most recent addition the Product Matchmaker tool? This can help you discover more about the benefits and features that are suited for your clients. Check out the hyperlinks below:
Product Matchmaker Tool
Our newest addition helps tailor your protection conversations to the different needs of your clients, based upon 10 different client segments and it:
- Opens up the conversation with your client
- Identifies the products and features they’d be most interested in
- Provides claims statistics and examples to show that protection truly pays
Risk Reality Calculator
This creates a personalised report for your clients, opening up the conversation and helping clients to prioritise their needs, with 5 pieces of information it:
- Helps explain why clients need protection
- Provides clients with a printable report to support your recommendation
- We can even create your own bespoke version at no cost – get in contact to find out more
Pre-Underwriting Tool
This valuable tools helps you to manage client expectations whilst also saving you valuable time. The pre-underwriting tool:
- Highlights the information that will be needed at application stage
- Provides you with an indication of terms
- 24/7 access to underwriting without the need to speak with an underwriter
