Paradigm Protect, the directly authorised protection and general insurance proposition part of Paradigm Mortgage Services, has launched a series of guides on working with individual providers called ‘Focus’.
Starting with guides covering The Exeter and UNUM, each document will give protection advisers a broad summary of the provider’s proposition, underwriting processes, claims statistics, support numbers, information about any value-added services they offer as well as registration and agency details.
Each ‘Focus’ guide can be downloaded from the Paradigm Protect website.
Paradigm Protect will be producing further ‘Focus’ guides for its panel providers over the coming months.
Paradigm Protect believe this will be a good asset for advisory firms to use when onboarding new staff members who need to get up to speed with the protection sector, or those who are looking to expand their knowledge in this area, as well as providing useful points of reference to any individuals already active in the protection space.
Paradigm Protect also recently announced an additional three webinars which have been added to its line-up of CPD webinars to take place before the year end.
These webinars will move away from the traditional emphasis on product and will instead look in greater detail at industry issues including vulnerable clients, the future of critical illness cover, opportunities within the general insurance market, and more.
Two of the three sessions will also involve presentations from Robert Sinclair, chief executive of the Association of Intermediaries (AMI), who will discuss the results of its recent consumer and adviser survey, and how AMI is seeking to understand how protection fits in the mortgage journey and encourage advisers to rise to the ‘New Protection Challenge’.
The webinars are free to attend, and open to all directly authorised firms.
Mike Allison, head of protection at Paradigm, said: “These ‘Focus’ guides have been designed to provide clear, concise information to our members about our provider panel, and can be used as a handy point of reference about key areas of their proposition, including what they do best, their core areas of focus, useful contact details and much more.
“We are delighted to be kicking this series off with The Exeter and UNUM, where we have captured the key aspects of their offerings in an easy to use guide. We will continue to add further guides for other providers on panel in the months ahead.
“These guides will also be useful in delivering unstructured insurance CPD and will sit within the Paradigm CPD Academy for easy access.
“For those advisers already active in the protection space, or those considering their next steps, these guides should act as a handy reminder or an excellent introduction to what providers can offer.”
Steve Bryan, director of distribution and marketing at The Exeter, added: “The ‘Focus’ provider guides are a simple way for advisers to keep informed and up to date on insurers’ protection products, while also working towards their CPD learning requirements.
“We hope The Exeter guide provides Paradigm members with all of the information they need when recommending our income protection and life cover products to their clients.”