Our first story examines the role of the adviser when there’s a claim, defining advisers’ responsibilities before and after claims initiation and highlighting how they can help gather evidence to expedite claims and deliver better outcomes.
Phil Deacon talks to Rob Higgins (Head of Claims, Cirencester Friendly) and Zuzanna Ritter (Director, Smart Choice) who share their story of how Zuzanna supported her client through a claim on his Cirencester Friendly Income Protection policy.
Read our blog post for more on the role of an adviser during the claims process, the 5 key responsibilities of an adviser during a claim and long-term strategies for successful claims.
Filter
Guiding a client through a storm
Read More”Great initiative - looking forward to the second story!
Katharine MoxhamGroup Risk Development (GRiD)
