‘Lunch & learn’ session – Underwritten premiums in minutes with UnderwriteMe’

Join UnderwriteMe’s John Revill and Steve Brown as they show you the power of the Protection Platform.

Save time with one application

Their technology allows you to make one application to multiple providers. You can then complete the application directly from the system – meaning no delays or rekeying (not even for bank details).

It’s free for advisers to use

This ‘free to use’ system integrates with your current protection provider agencies, meaning no complex set-up process.

Compare fully underwritten premiums

Best of all, in real time, the Protection Platform allows you to compare fully underwritten premiums to help you manage client expectations as early as possible.

A better experience for your client

The Protection Platform puts the control back in your hands. It will help you build trust with your clients by giving them clear outcomes from multiple insurers and it also gives you confidence that you’ve made the right recommendations.

Suitable for those of you who are new to protection and also for the more experienced advisers

Connect recommends UnderwriteMe as a great stepping on point for advisers who are new to protection. You’ll get used to a single question set and have a smaller panel of providers to get to grips with. Then, once you’re feeling confident, you can use UnderwriteMe alongside your iPipeline system.

For those of you who are more experienced, UnderwriteMe’s Protection Platform is a great tool for those clients with more complex health conditions.

By the end of the session you should:

  • Have an overview of who UnderwriteMe are
  • Understand the specific elements of the protection application process that cause inefficiencies
  • Understand how by using technology, these inefficiencies can be reduced
  • Understand what the Protection Platform is and see how it can benefit you and your clients
  • Be able to register to use the Protection Platform

The presentation will last for around 45 minutes and there will be time for questions at the end. You’ll earn CPD points for attending the session, so don’t forget to collect your certificate, and if you complete the test that will be published in the week after the session, you’ll earn bonus CPD points too.

Protection ‘lunch & learn’ – You bring your sandwiches, we’ll bring the lesson!

Please register at:

https://attendee.gototraining.com/r/8346570200101132802

After registering you will receive a confirmation email containing information about joining the training.

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