Online prep for new advice clients
More than 460 customers have used Asteron Life’s new online LifeSnap tool in its first month of operation.
Monday, October 5th 2015, 6:00AM
The questionnaire is designed to encourage clients to consider their needs and insurance goals before they meet an adviser for the first time.
It asks questions about age, smoking history, family, income, home ownership and priorities, including how much a client values things such as maintaining their lifestyle or not having to rely on benefits.
The client is then given a printable list of things to consider and talk to an adviser about.
An Asteron Life spokeswoman said: “Advisers have told us customers often come with a product and premium already in mind. LifeSnap helps focus on the customer needs, allowing the adviser to work through different product combinations which can work out more cost effective than stand-alone products.”
She said clarity around client priorities and goals would help save advisers time. “The adviser is in a better position to tailor an insurance plan that meets their customers’ needs.”
She said the feedback from advisers was positive and some were directing clients to LifeSnap before their first meetings.
“We realise most people don’t spend time thinking about what they would need if something went wrong with their health. It can be quite tough when faced with these types of questions for the first time when meeting with an adviser. LifeSnap allows the customer time to reflect and discuss, without the adviser in the room. With a little preparation the first meeting with their adviser can be even more effective.”
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