News Article Published:
Thursday, 02 July 2009
Category:
Insurance
Legal & General (L&G) has provided an online resource to advisers to help them hold on to their customers during the recession.
Included in the insurance services firm's package are a range of guides and sample letters for use with clients, as well as case studies.
Additionally, L&G has included the Early Warning System, which automatically alerts an adviser as soon as possible before a client's direct debit ends.
Advisers will also be able to use a calculator on the site which can help work out complicated commission issues.
"Many advisers are finding it tough, or at the very least challenging, to generate new business, so there's never been a better time to make sure that existing clients remain on the books," said L&G operations director Adrian Clark.
"In the past we have focused primarily on helping advisers gain those new clients but now we are expanding the support we are giving on the retention side. This isn't just short-term tactical assistance, but also long-term strategic advice."
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