We’re committed to making it even easier to do business with us. That’s why we’ve introduced some new features to our online service:
- Our risk summary report is now available in the quote journey. Enter just one piece of additional client information and you can produce a report to show them their biggest risks. A PDF is available at the quote summary screen and you can send this to your client, adding powerful weight to your protection recommendation.
- You can also now add or amend a client’s future address details or make an immediate address change at any point before the plan starts. And we’ll send your client an email to let them know.
These new features are designed to save you time and support your protection conversations.
