Gerry Warner discusses finding new customers in his latest blog
At a time when mortgages are harder to come by and intermediaries are being ‘encouraged’ to revisit those clients who didn’t protect their mortgage first time round, much has been said about diverting attention to other protection segments. One such segment is business protection – although much of the promotion centres around the obvious gap that exists, alongside the various customer needs. How though, to find the clients in the first place? This could mean looking at an existing client bank and especially for features that stand out – employment status, occupation and existing plans. A second option is through…
read more »