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

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

Agency Number

Your Company Name

Your Name

Your Email Address

Customer’s Name

Date when started trading

Customer’s Preferred Contact Number

Customer’s Alternative Contact Number

Customer’s Email Address

Preferred Contact Date

Preferred Contact Time

Select the cover you would like a quote for

'Standard' Household insurance 'Standard' Landlord insurance 'Non-Standard' insurance

Estimated/approx. start date

Additional Information

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”.

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.

ADVISER SUPPORT SERVICES

EDUCATION & SUPPORT

ABI Guide to Home Insurance

An introduction to Home Insurance

Construction Types

Helping to protect your Home against burglary

Household valuables and personal possessions cover summary

How Advisers Add Value on Home Insurance

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

Sales Information

Home Emergency – first aid cover for your home

Household Legal Expenses Cover - professional support for you and your property

Landlord Legal Expenses Cover & Rent Guarantee – professional support for you and your rented property

Landlord panel summary

Non standard cover available through our 'standard' panel

Non Standard Referral services

Adviser Tools

Adviser Support Pack

Assurant Insurers contact information to make a claim

Assurant Intermediary - Customer Terms and conditions

Commission Calculator

Contents Calculator

External website - Check my flood risk

External website - police.uk

Household Data Capture Form

Landlord Data Capture Form

Novating policies – what do we need?

Quoforma+ System Guide

Using B&C as a 'door opener'

INTRODUCING GOLD SERVICE

VALUE ASSESSMENTS

HOUSEHOLD

LANDLORD

ADDITIONAL PRODUCTS