Opportunities on your books
As you know with all business, it’s far easier to sell to existing clients than new ones. You’ll be surprised who could benefit from our distinct policy and service.
For instance, you may have customers on your books who you currently provide with a commercial portfolio insurance. Perhaps there’s an opportunity to extend this to include their personal wealth?
Other customers may approach you for financial advice on a range of matters. You will have an idea if any of these customers own around £100,000 in liquid assets. If they do they could benefit from distinct.
You may also know of clients who hold a standard home insurance product, with a contents sum insured of £60,000 plus. These people are ideal to approach as they’re likely to have underestimated their wealth and be underinsured.
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