To help your GI knowledge blossom, we’ve lovingly arranged our most thought-provoking resources for you to stop and smell (and by that, we mean read).
As part of the Insurance Distribution Directive (IDD), 15 hours of Continuing Professional Development (CPD) needs to be completed each year and our resources can help towards meeting your requirement
Explore our adviser resources now to help plant the seeds of your future success.
A look at the role of advisers and why good advice has never been so important.
This whitepaper explores the barriers stopping advisers talking about general insurance (GI) with their clients and identifies what they can do to overcome these. Ensuring minimal risk to clients and fulfilment to their duty of care.
A review of how service and value for money are being sacrificed for the sake of convenience.
A look at the role of financial advisers including what’s expected and whether ignoring general insurance is a dereliction of duty.
This paper examines whether a limited number of general insurance conversations at remortgage is the result of consumer apathy, adviser apathy or a more fundamental issue within the GI market.
A look at the various ways technology can benefit advisers and ignite the advice process by improving their proposition, driving a positive customer experience and ultimately building stronger client relationships.
An overview of some of the challenges facing different landlords in today's market, and a reflection on the relevant help & advice available to protect their investment.
It's never great to see a client cancel a policy you advised them on. But in our latest ebook, we show you how your cancelled clients could be a source of growth and the tools already at your disposal to make it happen.
There’s three things you can do to maintain your client relationships, generate income and ultimately support your business at when times are uncertain. In this ebook, we tell you what they are and how to successfully implement them.
When it comes to being successful with general insurance there are some clear habits that have made many advisers highly effective. This ebook will take you through them so you can be successful selling GI too.
This ebook helps you identify where difficulties lie with your clients and their way of thinking when it comes to financial advice and GI. Use the tools within this guide to help you compete and win when it comes to the internet.
Learn more about when to talk GI with your client, with our new eBook on the key moments to connect. Plus extra tips on how our one of a kind Adviser Hub can help you with both the quote journey, and starting the GI conversation.
Asking questions is the easiest way to learn & innovate. Boost your GI conversations by asking yourself and your clients the right questions with the help of our newest ebook.
With a focus on your Remortgage clients, this ebook provides you with 7 handy steps to help you with the quotation process and to win the business.
Get some insight into the best practices of GI specialists, from those making a success out of it, and the benefits they could bring to your business.
Your TBDM is ready to help your GI business, book a callback now.
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