Signposting is gaining more and more attention within the insurance world. We have been involved in signposting for years and have developed a network that includes hundreds of introducing advisers. We are also the go to specialist broker for multiple financial networks.
Why signpost?
It’s quite simple, it is often the right thing to do by your clients. By letting us help you, we can not only support your clients, but support you too. By using our services you will free up your time to focus on what you are good at.
We do protection insurance and a little bit of general insurance, that’s it. So what happens to our clients that need mortgage, pensions, investments, travel or private medical insurance advice? We signpost them to trusted colleagues.
When to signpost?
Whenever you and the client are ready. Sometimes it can help to ask yourself these questions:
If you are finding it hard to place protection for your client we offer a client referral scheme, where we will be happy to support you to find alternative solutions.
There are lots of ways to build protection recommendations, a lot of the time it’s straightforward, but sometimes getting creative is necessary. I would like to make sure I’m clear that being creative must still be compliance approved!
This episode focuses on on overdisclosure. There is a lot of discussion in our industry about underdisclosure or non-disclosure, but not a lot of focus is put on the times when people tell insurers too much.
This episode focuses on underdisclosure in protection insurance. Also known as misrepresentation or non-disclosure, this is a situation that everyone wants to avoid. Underdisclosure might not change the terms of insurance, but, it can lead to prices or sum assureds changing, and in the worst case a policy being cancelled from inception.
The options for life insurance, critical illness cover and income protection can vary quite a bit, depending upon the cause of the fatty liver and the stage that it is at. The good news is that the liver has a brilliant capacity to heal itself, so there can often be options for insurance.
The latest podcast is focused upon Lasting Powers of Attorney. I am not an expert in this area, but I am sharing what my personal experience was of having these in place for both of my parents, when tragedy struck.
The good news is that the FCA thinks that the protection industry is working really well, it just needs a couple of tweaks. I am going through their review of insurance costs, claims, complaints, the role of commissions, restricted panels, loaded premiums and more.
This protection podcast episode explores vulnerable clients, covering common vulnerability types, how to build a register, and practical ways to support clients and colleagues.
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