Fidelity Life has launched Mark it, a marketing and communications resource to help advisers better connect with customers.
Mark it will include plain English how-to-guides and communication templates designed for a range of customer life cycle scenarios, as well as educational content about different types of life insurance for customers’ changing ages and life stages.
The firm’s Trecia Brown, Head of Solutions and Service, says additional tools and content will be added over time, with the aim of “…helping advisers provide useful, educational content for customers”.
“Mark it is the result of feedback from advisers that showed a clear demand for more marketing and communications support,” she says.
“Helping advisers meet their customer servicing obligations has been top of mind.
“We’ve designed these new tools and resources to be ‘do-able’ – in other words, they’re both easy for advisers to use in their own communication channels and are focused on customers’ needs.”
Mark it is available to all advisers with a Fidelity Life Distribution Agreement and can be accessed from the support & training menu on the firm’s Adviser Hub.