WORKING REMOTELY HINTS, TIPS AND PRACTICAL SUPPORT WORKING - PowerPoint PPT Presentation

WORKING REMOTELY HINTS, TIPS AND PRACTICAL SUPPORT

WORKING REMOTELY AGENDA • Introduction • Overall strategy • The meeting • pre meeting • during the meeting • post meeting • Royal London support • Summary

WORKING REMOTELY LEARNING OBJECTIVE By the end of this session you will: • Have an improved understanding of working remotely and how you can continue to deliver good quality advice. • Have a good knowledge of the support available for your clients. • Have an understanding of the online solutions Royal London can provide.

WORKING REMOTELY AN INTRODUCTION

WORKING REMOTELY AN INTRODUCTION • Whilst most of us are coming to terms with a new way of working, we hope to share some best practice from not only experts in this field but also colleagues and our advisers who have been honing their skills and learning what works and what doesn’t for a number of years. • By hearing a range of best practices we can help you build a more robust and sustainable model now and in the future.

WORKING REMOTELY OVERALL STRATEGY

WORKING REMOTELY OVERALL STRATEGY • Segment client bank • Decide on a clear and precise message • Use relevant external content • Write a to do list • Create structure in your day • Plan calls & meetings • Explore technology options • Make full use of help on offer 7

WORKING REMOTELY PRE MEETING

WORKING REMOTELY PRE MEET • Keep process as familiar as possible • Send an agenda • Practice, practice, practice! • Video conference reminders • Environment • Contingency Plan

WORKING REMOTELY DURING THE MEETING • Social conversation starter • Presentation • Email ready to go • Re-establish agenda • Check in with client • Share screen • Discuss electronic documents • Confirm next meeting • Feedback on virtual meeting • Re-assure clients

WORKING REMOTELY POST MEETING • Keep process as familiar as possible • Confirm post meeting actions with time frame • Diarise to chase up any e-documents • Take opportunity in post meeting contact to reassure

WORKING REMOTELY GENERIC HINTS & TIPS • Generic message to whole client bank • Bulk e-mail • Create company newsletter • Run generic podcast or webinar • Change phone message to be upbeat • Good news section on website • Reminder of support every step of the way • Create community on website e.g. quiz, photo competition

WORKING REMOTELY SUPPORT FROM US 13

WORKING REMOTELY ROYAL LONDON SUPPORT Some features to help you write new business remotely • Free Cover • Send to client • CPD hub • Marketing Studio • Pre-sales underwriting tool • Trust toolkit • Online calculators • Case Managers & Underwriters 14

ROYAL LONDON SUPPORT SEND TO CLIENT • Send the online application securely • Clients can answer the underwriting questions themselves • See exactly where they are with the application using the tracker 15

ROYAL LONDON SUPPORT CPD HUB • Online resources • Guides • On demand webinars • Fully accredited by the Chartered Institute for Securities & Investment (CISI) and the Chartered Insurance institute (CII). 16

ROYAL LONDON SUPPORT MARKETING STUDIO 17

ROYAL LONDON SUPPORT PRE-SALES UW TOOL • Check BMI, family history, occupation, hazardous pursuits and a range of medical conditions • Get an accurate indicative decision for each cover type you choose 18

ROYAL LONDON SUPPORT TRUST TOOLKIT • Help promote the financial benefits of trusts • Support you in finding the right type of trust for your clients 19

ROYAL LONDON SUPPORT ONLINE CALCULATORS • Complete together over the phone or screen share • Range of calculators • Affordability calculator • Lifestyle calculator • Income shortfall calculator 20

ROYAL LONDON SUPPORT SERVICE • Case Managers • Dedicated Underwriters • Business Development Manager • Business Support Unit 21

WORKING REMOTELY LEARNING OBJECTIVE By the end of this session you will: • Have an improved understanding of working remotely and how you can continue to deliver good quality advice. • Have a good knowledge of the support available for your clients. • Have an understanding of the online solutions Royal London can provide.

adviser.royallondon.com/protection The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions and is a member of the Association of British Insurers. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London EC3V 0RL. Royal London Marketing Limited is authorised and regulated by the Financial Conduct Authority and introduces Royal London’s customers to other insurance companies. The firm is on the Financial Services Register, registration number 302391. Registered in England and Wales number 4414137. Registered office: 55 Gracechurch Street, London EC3V 0RL.Royal London Corporate Pension Services Limited is authorised and regulated by the Financial Conduct Authority and provides pension services. The firm is on the Financial Services Register, registration number 460304. Registered in England and Wales number 5817049. Registered office: 55 Gracechurch Street, London EC3V 0RL. PR P8 VID 0003 April 2020