Protect & value masterclass.
Over 200 advisers joined our recent Protect & value masterclass.
In this masterclass, our experts shared insights on how you can provide support and flexibility to customers weighing up merits of retaining, reducing or cancelling their protection, and how our team can support you.
Here are the presentation slides from this masterclass.Masterclass presentation.
Keeping you in the loop with renewal letters.
You'll now be copied into the renewal emails sent to customers and will no longer need to call the Customer care team for this information.
This change enables you to have a conversation with your customers prior to policy renewal to discuss any change in circumstances so that you can provide the most appropriate advice for their needs.
The emails will come from an address familiar to you (firstname.lastname@example.org), but you may need to check your spam or junk folders to ensure they are not automatically directed there.
If it’s easier for you, you may want to set up an automatic redirect of these emails to a folder – you’ll be able to find instructions on how to do this on the internet if you search based on the email client you use (e.g., Microsoft Outlook, Gmail etc.)
If you want to opt out of this feature or change the email address that the renewal letters are sent to, please fill out the opt-out form below, or have a chat with your BM.Renewal letter opt-out form.