Justin Taurog, director of marketing and distribution for PruProtect, said: “Providing great customer service is more important than ever. We understand that providing quotes on the move, keeping intermediaries informed at all times, and making all aspects of the process easier, has never been more essential in the difficult economic times.”
New Mobile Zone features include
• Making it easier for the broker to do business while on the move
• Quotes on the move via any mobile phone with internet access – life and/or serious illness cover
• Email quotes to clients from your phone
• Pipeline tracking – Intermediaries can check pipeline reports and follow up actions straightaway to help get their clients cover in place sooner
• Developed with digital communications specialist Space01, PruProtect is the first provider in the UK to offer anything like this for intermediaries
Go Green: New improved digital communications
• Secure online correspondence between intermediaries and their clients.
• Reduces paperwork and saves time – everything in one place
• Advisers can select ‘post’ or ‘electronic’ communications
• More efficient, helps the environment and avoids postal strike problems
Online sales tools
• New quick and easy way to quote for a range of options with no need to carry out multiple or repeat quotes
• New ‘up sell’ campaigns for intermediaries to contact existing clients who are already eligible to increase their cover*
• New business retention services so that intermediaries will be alerted within 24 hours of any missed premiums
• Intermediaries can now book tele-interviews online for their clients using Medical Direct
British Heart Foundation
PruProtect is donating £10 per Heart and Cancer Cover policy sold from now until February next year.
IFA Kris Banks, senior consultant at Dunedin Independent, said: “It’s great to see a major insurance firm taking positive steps into the future. The phone technology is brilliant and easy to use. This will no doubt lead the way in the protection market going forward.”
The new changes are being rolled out to the UK protection market across late October and early November.
