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ADVISER SUPPORT SERVICES

EDUCATION & SUPPORT

We want to help our business partners and adviser firms to offer and sell more Buildings & Contents insurance to their clients.

We have created a resource centre that contains guides, product information and marketing tips to assist individual advisers or firms when they are talking to clients about their Buildings and Contents needs. 

If you are registered with us, you will be able to log in and view a suite of constantly growing materials but the 3 items below will give you a snapshot of some of the information you can use when you work with us.

ABI Guide to Home Insurance

A helpful guide published by the ABI to help learn more about Home Insurance.

Download

An introduction to Home Insurance

A 60 minute CPD accredited course giving a basic introduction to Home Insurance

Open

Construction Types

Guide to the different domestic building construction types found in the UK

Download

Helping to protect your Home against burglary

Burglaries can be one of the more stressful incidents your clients may endure. Here are some tips you can share on how they may be able to minimise the risk and what to do should the worst happen.

Download

Household valuables and personal possessions cover summary

The levels of cover and limits available from our household panel for valuables and personal possessions cover

Download

How Advisers Add Value on Home Insurance

As an adviser, how you can add value to your clients and why they should look to buy their Home Insurance from you.

Download

The benefits & value of discussing B&C with every customer

A great opportunity for you to reassess your client bank and create a robust, every day process to offer B&C to all customers 

Download

Adviser Tools

Adviser Support Pack

A support pack with suggested content for client contact that was originally created at the very beginning of the pandemic to help mortgage brokers and financial advisers support and help protect their clients

Download

Assurant Insurers contact information to make a claim

We hope our policyholders never have to make a claim, but inevitably, some will. If your customer needs to register a claim, they can do so by contacting the insurer directly using this information.

Download

Assurant Intermediary - Customer Terms and conditions

View and download the Assurant Intermediary Customer terms and conditions

Download

Commission Calculator

Open

Contents Calculator

Contents calculator is for use when estimating the total value of your belongings / contents in your property.

Open

External website - Check my flood risk

Check the flood risk for your clients postcode, showing visible and unknown areas of water

Open

External website - police.uk

Check the reported incidents in any postcode area for risk of crime

Open

Household Data Capture Form

Send to your clients to complete and return or complete yourself prior to submitting online

Download

Landlord Data Capture Form

Send to your clients to complete and return or complete yourself prior to submitting online

Download

Novating policies – what do we need?

To novate policies from one regulated entity to another, we need certain information from both parties in order to facilitate this. Click here for more information.

Open

Quoforma+ System Guide

Open

Using B&C as a 'door opener'

How you can use Buildings and Contents insurance as a 'door opener' for both existing and new clients

Download

INTRODUCING GOLD SERVICE

Gold Service allows you to offer your customers Household and Landlords’ insurance through a referral process, enabling you to earn commission with very little work from your side. It’s an ideal way of taking the weight off your shoulders without the service you offer to your customers falling down.

All you need to do is complete a short online referral form, and a member of our professional, expert Gold Service team will call your customers on the specified day and time.

Using our Gold Service eliminates your compliance risk, as we ensure that the service provided meets customers’ needs and are responsible for all compliance and regulatory requirements.

You will receive an introducer commission of 17.5% on all policies we sell and will continue to receive this on every policy renewal. For non-standard, commercial or any other policies you refer, commission levels will differ depending on the cover required and policy sold.

If you have an existing Assurant agency, login to the adviser portal, click on Refer Your Clients and provide details of the customer you’d like us to contact - we'll do the rest!

If you don’t have an Assurant agency and would like to find out more about working with us, email advisers@assurant.com or call 03332 000 444. Click here to apply.

 

Overwrite blue guidance text with customer details, all fields need to be completed

(We may require a copy of the Policy / Renewal schedule if you are able to provide this)

Further Guidance Notes

Customer email address

We would also like an email address for the customer on all leads because this allows us to send a data capture form or to agree an appropriate time to call if we are unable to speak to them at this initial contact time. We will not email your customers for any other reason.

Preferred contact date and time

Please give as much notice as possible and allow for a 2 hour window of contact. “AM” or “PM” or a specified time is very acceptable, please do not put “ASAP”.

What are you paying now / what price have you been quoted?

Please add the price you are paying for cover now or the price that you have been quoted (if applicable). This will quickly allow us to assess if any of our insurers may be able to help.

Do they have insurance elsewhere currently?

This information will help us gauge the urgency of the cover required and exactly what cover is required.

Estimated/approx. start date

This will help us even if this is an estimated date – for example “early April”.

Any additional information you can give on the cover required will be helpful. Examples may be:

  • Property is non-standard construction
  • Property has suffered from subsidence or flooding
  • Property is standard but has a high level of contents that need to be covered
  • Property has 8 bedrooms
  • Customer has previous claims that cannot be covered
  • Customer has previous convictions that cannot be covered

Other examples of useful additional information that will help us help you and the customer may be:

  • Customer is hard of hearing, please speak clearly and maybe a little louder.
  • Customer works nights, please only call in the PM.
  • English is the customers second language, they may want email communication.
  • The property is unoccupied and needs to be insured following the death of customer’s father, please be sensitive to this.

THANK YOU FOR YOUR INTRODUCTION

A member of our Gold Service Team will call your customer on the date and time that you have requested.