ADVISER CENTRE

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Our commitment to you

Your clients are important to us. So we’ll do everything we can to help you provide them with the best products and service possible. For instance we know you’re often under time pressure – so we’ve developed highly efficient systems to free you up to deliver great levels of personal service. Here’s what we offer:

  • Genuine portfolio products that are true market leaders
  • Real time, competitive quotes in most cases
  • A unique web based fulfilment system to save you time from quote to fulfilment
  • Direct access to experienced decision makers who can answer your questions
  • A commitment to helping you offer the highest possible levels of service

We’ve also created Confidas Portfolio Insurance products so you can set them up with just one renewal date and the option of interest free Direct Debits to help spread the cost. The result is happier customers who remain loyal and receptive to increased levels of cover and new products.

Confidas products help give you the winning edge

Our Portfolio Insurance products offer more cross sell and up sell opportunities – all designed to meet your clients’ needs. You’ll find the following available online:

  • A quick overview of product highlights to give you the vital facts, fast
  • Links to the full product details and files you can download

Our Portfolio Insurance products also mean you can now compete with insurance aggregators head on. We’ve specifically invested in service delivery to include:

  • Underwriting expertise and flexibility
  • High quality products and extensive cover
  • Rapid quotes and cover with clear policy documentation
  • Fast claims settlements
  • Continual policy development to fulfil the needs of your clients

Our exceptional Portfolio Insurance home & lifestyle products are only available to your clients direct through insurance advisers. And you can rely on all the help you need to provide an outstanding service for your clients.

Portfolio Insurance