Fidelity Life rolls out marketing toolkit
The toolkit is designed to help risk advisers better connect with customers.
Thursday, May 26th 2022, 9:29AM
Called, Mark it, it includes 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 stages.
All Mark it content is written in plain English. New tools and content will be added over time, with the aim of helping advisers provide useful, educational content for customers.
Fidelity Life Head of Solutions and Service Trecia Brown says Mark it is the result of feedback from advisers that showed a clear demand for more marketing and communications support.
“In developing Mark it, 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 Adviser Hub.
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