Just an update Monday 4th December
This week's headlines:
Just Refer is our referral portal to send across referrals to business areas you don’t hold a licence for, and has been running very successfully for the last 3 months. Many of you are taking advantage of this easy to use portal. If you haven’t yet referred, here is a reminder of the details you need: What are the benefits? • To provide greater visibility on what happens to a referral once sent in. • Provide better and more consistent feedback on each referral. • To give you a line of sight as to how each lead is progressing. • Get paid for referring!
What can I refer on the portal? • Equity Release • Commercial • Business Protection • Just Wealth Please see the URL link to access the portal https://justrefer.com/ Your log in is your staff 1 9 number and your password used to access JM Emails via outlook. If you missed any of the launch calls and need help – Just ask! For any log in issues please raise with either your supervisor or email Lindsay.Davey@spicerhaart.co.uk
New Webinar from The Exeter! What’s important to consumers when it comes to insurance? Monday 11 December at 11:00 - 11:30 Join Jamie Page, Head of Protection Distribution at The Exeter, for a 30-minute webinar. In this session, he’ll discuss the attitudes and perceptions of different age groups when purchasing insurance backed up by The Exeter’s health and financial fears research. He’ll be joined by Emma Astley, adviser and Managing Director of CoverMyBubble to give her view on the perceptions from an adviser lens. By the end of this session you’ll: • Be familiar with current trends backed up by The Exeter’s yearly research. • Be comfortable knowing what’s important to different demographics when it comes to purchasing health and protection insurance. • Learn hints and tips on how to engage consumers. Register here
Critical Illness Cover needs more than just a name change Given the rapidly changing needs of clients, critical illness cover needs more than just a rebrand, says Greg Levine, Chief Operations and Growth Officer at Vitality. 2023 marks the 40th anniversary of the launch of the first critical illness policy. However, the basic design of critical illness cover remains fundamentally unchanged, even though the world has changed beyond recognition during that time. And whilst it’s positive to see the industry recently debating the future of critical illness insurance, it’s clear that to meet the evolving needs of consumers, traditional critical illness has needed a rethink. Read the full article here
Aviva's 12 days of CPD events Register now for Aviva’s 12 days of CPD events, offering you the chance to build your skills and discover new market opportunities. Full of sales skills, business protection, and rental market opportunities, you can get yourself all set for 2024. The events come each day at noon and last 30 minutes, so select from the sessions below and get your festive treats ready for each one: 1. 4 December: Sales skills - plan, prepare and opening the meeting 2. 5 December: Sales skills - Sales skills - plan, prepare and opening the meeting 3. 6 December: Sales skills - overcoming customer concerns 4. 7 December: Sales skills - concluding and cementing the sale 5. 8 December: The importance of good disclosure 6. 11 December: The need for business protection 7. 12 December: Key person and loan protection 8. 13 December: Shareholder protection 9. 14 December: Relevant Life Insurance 10. 15 December: Employee Significant Illness 11. 18 December: Send to customer 12. 19 December: Opportunities in the rental market Bonus: Everyone is welcome to Aviva’s Big Festive Quiz as they say a big thank you and have a little fun to round off the year. Grab a mince pie and settle in for some traditional quiz fun… no protection questions! 20 December, 4pm - 5pm: Register here
You have to be in it to win it!! To round off what's been another very eventful year, Paymentshield are spreading some holiday cheer with their annual festive game competition Paymentshield's Merry Match. They're giving away an incredible prize every weekday until Monday 18 December. Each day you can head over to the games’ very own advent calendar, to see what prize is up for grabs. Click on the image and it will take you to the game to test your matching abilities and where you can be in with a chance of winning it! WHAT'S THE GAME? This year the game is all about creating the perfect match, just like how Paymentshield is your perfect GI match. Match three or more icons in a row and you win points. To be entered into the daily prize draw, you must either score more 12,000 points or reach level 3. There are prizes from Amazon, Harrods, Fortnum and Mason, and Lego all up for grabs, so be sure to play every day! Connect with colleagues to create your own leaderboard to add an extra dollop of festive competition. Paymentshield will be sending out emails on launch day and then each week to let you know what prizes are available, so don’t miss your chance to Win Big! Play Paymentshield’s Merry Match
Take a look at Openwork’s refreshed ‘mortgage lenders’ guide Our panel of lenders gives you access to the biggest names in the intermediary mortgage market. With a comprehensive range of mortgage products to meet the needs of your clients - from high street lenders, regional building societies and intermediary only lenders - we’ve got it covered. To help you get the most out of our panel of lenders, Openwork have refreshed their mortgage lenders guide so you have an up to date handy at-a-glance guide of the lenders on the panel, what they offer, and how to find out more with website and telephone contact details. Whether it’s residential, specialist or Buy to Let our robust mortgage lender panel offers a combination of choice and stability. Take a look at the guide
Check out Positive Lending’s latest ‘Positively Speaking’ The latest edition of ‘Positively Speaking’ the newsletter from Positive Lending, one of our specialist master broker referral partners is now available. The December issue is jam packed with interesting articles and information on the specialist mortgage market. Highlights in this issue include: • Fear of rejection: Self-employed workers aren’t applying for a mortgage because they think they will be rejected by The Mortgage Lender • Specialist Mortgage Update by Ian Pitcher, Head of Mortgages • Transitioning Consumer Duty into Business as Usual by Alec Wimbleton, Compliance and Business Assurance Director • A Positive end to the year by David Coleman, Head of Sales • And much more! Read Positively Speaking