Improving customer outcomes for insurance service referrals

In the dynamic world of financial services, mortgage advisers play a crucial role in guiding clients through one of the most significant financial commitments of their lives - purchasing a home. While securing the most suitable mortgage is often the primary focus, it is equally important for advisers to consider the broader spectrum of their clients' financial wellbeing. One critical aspect not to be overlooked is home insurance.

By referring clients for home insurance, mortgage advisers can offer a more comprehensive service, ensuring holistic financial protection and enhanced client satisfaction, safe in the knowledge they have provided product advice tailored to their clients’ needs.

When arranging home insurance, one of the biggest frustrations for all parties - provider, adviser and client – is communication. There is often a series of emails and missed calls, with all parties going round in circles without a satisfactory outcome.

A recent innovation at First2Protect, which has proven to be highly effective, is an integrated calendar scheduler, which streamlines appointment scheduling, automates reminders and improves overall time management, leading to significant improvements in service delivery.

Reminders and notifications

Our system provides automated reminders and notifications, which play a crucial role in enhancing communication and reducing cancellations. Clients receive timely reminders of upcoming appointments via email and SMS. This reliability enhances the overall client experience and demonstrates our commitment to providing an organised and timely service.

Improved time management

Should clients not be able to make their appointment they can seamlessly rebook another time to suit their needs.

Enhanced client satisfaction

Clients benefit from this streamlined approach leading to a positive client experience.

Increased quote and conversion rates

With the improved contact rates and convenience that online scheduling provides for both advisers and clients, conversion rates are vastly improved. Also, automated reminders result in higher booking rates.

Integrating calendar scheduler systems into the home insurance referral process offers numerous benefits and significantly enhances service levels. Streamlined appointment scheduling, automated reminders, improved time management and data-driven insights contribute to a superior client experience overall.

For more information on how First2Protect can enhance your GI business either by referring clients or by accessing our Broker Portal where you can write business yourself, contact the BD team on  01392 849856

Email business development@first2protect.co.uk

Or complete the registration form on our website Work With Us - First2Protect