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Customer Retention K.I.T.


“Get closer than ever to your customers. So close that you can tell them what they need, well before they realise it themselves.”

Steve Jobs

Keeping In Touch

Guide your customers or lose them.

As you may already know, there are a number of peaks in product maturities between now and October… This is the perfect opportunity to make contact with your existing customers – not just for their mortgage needs, but also to revisit their protection and GI, even if they have taken cover out previously – after all, their circumstances may have changed.

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An Introduction to our K.I.T.

2020 Dates for your diary

Residential Maturities


Be prepared…

Customer Retention K.I.T

Prepare to make contact with your existing customers whose products are due to mature in 2019. 

We have created a CUSTOMER RETENTION KIT to provide you with all the tools and templates you need to keep in touch with your customers right from day 1 of your professional relationship.