"Signposting health and protection products to your clients where appropriate is essential to ensuring your client has suitable insurance needs. Perhaps your client has complex medical needs, or a family history of conditions or is simply looking for private medical treatments in certain hospitals but you don’t know the answers. This is when you need to signpost your clients to advisors who do know the answers. Don’t avoid the subject as it’s something you don’t understand or maybe you don’t have the tools
Signposting has been a term used in the industry for many years, but more recently over the last year and even more important since the pandemic. Consumers need the right advice and right products and often one person isn’t able to advise on everything and the best option is to refer to another expert.
When pointing the client in the right direction not only are you doing the right thing for them, but also the industry. We have a simple and impressive commission structure for referrals, which you can see details of on the submit a client form ."
Mortgage, Income & Loan Payment Protection Insurance Provider: Paymentcare UK
Mortgage, Income & Loan Payment Protection Insurance Provider: Paymentcare UK
Mortgage, Income & Loan Payment Protection Insurance Provider: Paymentcare UK