Prioritising customer service, retraining advisers on protection products and engaging a younger demographic can help firms navigate a challenging climate with success
Customer retention focus
High quality customer service offers a chance to raise industry standards, especially in claims speed and communication.
Real Life Advice share how they have developed a repeatable and scalable process without compromising on customer outcomes
Hundreds of clients are left with unclaimed insurance policies due to the absence of financial advice
Is integrating AI into financial advice as simple as loading ChatGPT?
Recognising outstanding intermediary performance
Nine winners announced at seventh event celebrating the achievements of IFAs and network advisers dedicated to protection.