Ross Jackson, Senior Marketing Manager
There’s no denying that these days we expect things quickly. You might have noticed it first-hand during the flurry and rush of the Christmas period. The fact is that in a world of smartphones, social media and click and collect, most clients expect to get an instant response and a personalised service.
And there’s no reason their expectations should change just because they’re buying protection.
Instant gratification is making us more impatient and long, complicated application forms just won’t do.
So we’ve been looking at things differently, and we’ve updated our online quote and apply service to make it quicker and easier to do business with us.
Our service works across all devices, so you can use it on your laptop, tablet or phone, giving you the flexibility to do business when it suits you – handy if you’re out and about with your clients.
It has a smart underwriting rules engine, so a client will only need to answer questions that are relevant to them. And it will give more instant decisions, saving you and your client time.
We’ve also created a ‘send to client’ option. This gives you the choice to complete the application online yourself when you’re with a client, or to start the application and then send sections to them to complete in their own time. This could be a great help if they don’t have all their information to hand during your meeting.
But we know that new technology isn’t the only thing that will make a difference to you and your clients. As well as a tailored online service, you need good working relationships that last. That’s why it’s backed by a personal service.
With us you’ll get a dedicated case manager and underwriter to look after all your ongoing cases from start to finish. You can contact your underwriter directly to check what information to include before you submit an application. And your case manager will give you regular updates by phone or email – whichever suits you best.
If you’ve not tried our new online service yet, you can watch our tutorial to find out more.