Get your New Year off to a flying start

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.

Recommended

Precise Mortgages logo

Precise Mortgages up for sale

Precise Mortgages is seeking a new backer to fuel its growth ambitions, Mortgage Strategy understands. The lender appointed Deloitte in the summer to tout out potential buyers, although it is understood the information memorandum will be sent to firms in the coming days. The sale includes all companies under the Charter Court Financial Services umbrella, […]

Home-House-Monopoly-Money-Property-700x450.jpg
10

‘Banned’ self-cert loans set for return

A new lender is looking to bring back self-certified mortgages at the start of next year. The FCA banned so-called ‘liar loans’ in the Mortgage Market Review. However, Graeme Wingate, the founder of unsecured lender Quick Loans, is looking to bypass UK regulation by setting up in an Eastern European country, the identity of which […]

Asking prices up 6.4% year-on-year

The average UK asking price has risen 6.4 per cent year-on-year, according to Rightmove. On a monthly basis, the average asking price rose 0.5 per cent to £290,963 between December and January. Rightmove says this is the second highest increase at this time of year since 2007. Rightmove director and housing market analyst Miles Shipside […]

Year of struggle: Can the market overcome the obstacles in its way this year?

Will the multitude of obstacles facing the market hamper its growth this year? The mortgage and housing markets face an uphill struggle to accelerate to their true potential this year, according to the Council of Mortgage Lenders. While far from enough to send the market into reverse – steady growth is still being predicted – […]

The death of retirement – a boost for protection?

According to our recent report on the death of retirement, changes in workplace pension provision mean that coming generations of retirees could have a radically different experience of retirement from their parents. The average contribution rate into an old-style final salary pension was around 20% of total wages, the statutory minimum for a new automatic […]

Newsletter

News and expert analysis straight to your inbox

Sign up