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:
- Have you had your client declined cover based on their medical history, foreign travel, hazardous pursuits or occupation?
- Do you have a quirky client case and you are not sure where to start?
- Have you exhausted all options that you have?
- Do you have the time to support a client through months of medical underwriting?
- Do you want to treat your customer fairly?
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.
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