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Advisers (9)
Documents, Templates and Content for Advisers

Найпопулярніші завантаження

We're living longer
The National Institute on Aging states that “the dramatic increase in average life expectancy in the 20th century ranks as one of societies greatest achievements”. Most babies born in 1900 did not live past 50, life expectancy at birth is now between 74 and 83.
Розмір файлу: 173 kB
Segmenting your client base in your CRM
This shows you how to segment and make the most of your CRM so you can maximize sales opportunities as well as improve customer service
Розмір файлу: 794 kB
Health and safety lead
It’s been a year since the new health and safety law came into effect, and I wanted to make sure that you have got your plan completed, and readily available in case your business is inspected. If you still have not completed your health and safety plan then we have a simple and easy option for you to have your own plan at a fraction of the cost of what other providers are charging.
Розмір файлу: 67.3 kB
Missed premium letter to client
We received notification from {insurer_name} that your recent premium was not able to be deducted for your policy number {policy_number}, and I wanted to make sure you have not moved banks or if there is anything else I can help with.
Розмір файлу: 69.9 kB
Going Mobile
More and more people are searching for everything on a mobile device. I have read figures as high as 60% of people who search the internet for a product or service, including insurance and mortgages.
Розмір файлу: 1.45 MB