Scot Prov releases new Life Matrix software

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Scottish Provident has launched an online Life Matrix program.

The tool kit will give advisers the information to quickly and effectively pinpoint the relevant protection requirements for their clients.

Life Matrix comes with a variety of tools including marketing advice, statistics and anecdotes to encourage the need for protection.

It also classifies current and potential customers into target sectors suited to life today by differentiating age and relationship status, then providing more specific detail on each client type.

Non- branded letter templates are also provided on key themes such as Unemployment Benefit and Critical Illness Cover, which can be tailored to new and existing clients and put onto the advisers own letterhead.

The program can be downloaded from the Scottish Provident website.

Susan Barclay, head of marketing at Scottish Provident said: "We are committed to supporting advisers in any way we can and this has never been as important as in these difficult times.

"Additionally, the traditional family scenario no longer exists, and as such the level and type of protection they require has also become more complex. With Life Matrix, we aim to equip advisers with the relevant tools they need to maximise their business opportunities."

 

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