AIG Life has launched a new toolkit which is targeted at making it easier for protection intermediaries to have conversations with clients at all stages of the protection recommendation process.
The digital toolkit aims to match the stage of the protection journey that the intermediary and client are in, and collates customer-facing leaflets, sales aids, customer stories, a playbook, calculators and tools that can be used within specific times with the client. Holly Ewing, head of intermediary sales at AIG told COVER that the toolkit was aimed at supporting brokers through "every step of the protection journey." "When we looked at what we needed to create and we started working with advisors on this, this was something that was drawn out from initial conversations, finding so...
To continue reading this article...
Join COVER for free
- Unlimited access to real-time news, key trend analysis and industry insights.
- Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
- Receive breaking news stories straight to your inbox in the daily newsletter.
- Members only access to monthly programme 'The COVER Review'
- Be the first to hear about our CPD accredited events and awards programmes.