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FP launches protection toolkit

Nia Williams

September 28, 2010

The new site enables advisers to access all the support and tools they need to help them develop and build long term value for their protection business, according to the provider.

The Toolkit has been developed on the principles of Speed, Responsiveness and Technology (SRT). It has five feature-packed sections which look at ways in which advisers can build their business with tips to help them submit business, simply and quickly. The sections are:

• Selling protection – contains selling skills support material to help advisers overcome client objections and challenges during the sales process.

• Marketing to clients – contains ready made lead generators, tools and tips designed to help generate leads and ultimately sales.

• eServices – contains a range of online tools to support advisers through the business process from start to finish.

• Product Solutions – contains a one stop shop of seminars, sales aids and online support on the comprehensive range of protection products available including the award winning and Defaqto 5 star rated income protection product.

• Processes made easy – contains guides and checklists to help answer advisers queries around underwriting, disclosure and medical evidence to ensure business is processed quickly.

Ed Stuart-Brown, head of protection sales at Friends Provident commenting on the launch of the new Toolkit said: “The SRT Protection Toolkit is designed to be a virtual briefcase or library of information to help advisers. It is designed to make the business of writing protection quick, easy and simple, so that they are in control.

“In 2009 61% of applications on eSelect received a decision without any further underwriting evidence being required. We’d like to see this figure continue to grow as it makes life easier for advisers.

“The new look protection site and Toolkit were designed to be easy to access and navigate and were developed as a direct result of feedback from advisers. It’s the beginning of a range of support tools we are developing to make doing business with us simple and straightforward.”


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