Find out how to get the best financial protection from our products below

Promoting the service to your clients

The insurance-backed service is run and promoted by you as an alternative to your traditional hourly billing. In almost all cases you can quote and issue the insurance without reference to us.

You will need to explain to your clients the benefits of an insurance-backed advice service. This will be easier than you think as many clients are already familiar with the concept.
We will support you in putting the whole service together and provide:

  • A template client brochure for you to use with your branding.
  • Guidance on selling and marketing the service.
  • Advice on structuring a marketing plan.
  • Scripts for meetings and telephone discussions with clients.
  • Draft client letters including additional wording for your client care letter.
  • A checklist of issues to be considered during the audit.