Paymentshield has launched a general insurance guide with ‘22 Questions You Should Always Ask’.
There are also tips to provide advisers with ideas that could help them identify more opportunities to help clients and increase their general insurance sales.
James Loder, proposition director at Paymentshield, said: “Conversations are the lifeblood of any adviser business as they provide the chance to find out about a client’s circumstances, their financial products and the suitability of those products. And the best way of stimulating conversations is by asking questions.
“Asking questions is important – it’s the simplest, most effective way of learning and innovating. Even asking questions to yourself can help promote new ideas or ways of thinking.
“We’ve put together this guide, featuring the questions advisers should ask themselves and their clients, to help stimulate more successful conversations that can lead to better customer outcomes and stronger businesses.”