Which is your most important relationship with your main insurance provider(s)?
- Underwriter (48%)
- Business development manager (28%)
- New business case manager (8%)
- Claims manager (7%)
- Senior executive (3%)
- Other (3%)
- Product manager (2%)
- Technical services contact (0%)
Our latest adviser poll asks you to tell us who is your most important life insurance company contact.
We appreciate the value you place in your ongoing relationships with your life company contacts – but which ones will be the most critical for you in 2019, especially from the point of view of maintaining and building a successful advice business?
Does your most important relationship exist with your regular new business contact (if you have one!), or your underwriting or claims section colleagues? Is it your Business Development Manager contact at each life insurance company who is most important? Or is it a senior executive? Does it vary from one company to another?
Your vote will help us give an indication to the life companies about where you are looking for the most support. While the mandates of most departments within the life companies include the need to provide outstanding service to all advisers, paraplanners and dealer groups, this is your chance to say who is most important to you, above all others.
Make your voice heard, and we’ll report back to you in the New Year…