Matthew Stevenson
Insurance Consultant for Investment Advisors at My Insurance Department - Burlington, Ontario, Canada
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Oakville,Ontario,Canada
My Insurance Department
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Are you a Financial Services Professional?Do you have clients to whom you have sold Life Insurance that are not engaged in your Customer Service Routine? With whom you have lost contact? With whom you have no review?Take a minute to think of the risks…….(1) Do these clients get correspondence from Insurance Companies with your name on it? (2) Do you have an implied "Duty of Service" to these individuals?(3) Could you be found liable for errors, missed premiums, missed benefit options, unsuitable plans or face amounts?(4) Can this damage your reputation?(5) Is there lost opportunity with these clients?(6) How much revenue is lost or going to another advisor?(7) Is your core business at risk? My Insurance Department is here to help!Book a consultation with us. We have the process and the team that will:(1) Inventory your life policies(2) Connect with every client(3) Ensure that their personal information is correct(4) Ensure that important dates for the policies are logged for follow up(5) Update their needs analysis (6) Execute any insurance applications that should be completed(7) Develop any potential with clients for core investment business for youWe have met hundreds of advisors who look to reduce risk, drive revenue and strengthen client relationships by engaging our team.