Advisers who talk to their customers about the claims process at the point of sale can bring substantial benefits further down the line.
Income protection is something that’s important to have but we hope to never need. Understanding the claims process ahead of any claim, however, can bring substantial benefits.
At Zurich, we recognise the important role that our intermediary partners play in customer education.
“Advisers who talk to their customers about the claims process at the point of sale can bring them substantial benefits further down the line, should they suffer illness or injury and make a claim,” says Leanne Rogers, a Claims Technical Consultant at Zurich.
We outline some key messages for advisers to convey to customers, and the benefits of helping them on their claims journey.