Welcome to our GI Resource Centre.
Here you will find useful tools to help you sell GI to your customers, and they can be used to help train you staff too!
Here you will find useful tools to help you sell GI to your customers, and they can be used to help train you staff too!
Below are a number of videos from our partners, which can be used with your customers (if they say ‘for customer use’) and with your team to help them understand the benefits of selling GI.
Use the customer facing videos on your own website, social media, in your client meetings etc. to help them understand why GI is so important.
Heading off on holiday? Don’t forget your peace of mind! Enjoy your trip without worry by watching our helpful video. We’ll give you essential tips on staying safe while you’re away, including the importance of having the right insurance cover.
Click here to watch the video.
FOR USE WITH CUSTOMERS
Whilst your client remortgages, take the opportunity to review GI.
Click here to watch the video.
FOR INTERMEDIARY USE ONLY
To help you overcome some of the obstacles that might stop you from talking to more clients about GI, explore our interactive video.
Click here to watch the video.
FOR INTERMEDIARY USE ONLY
We give you reasons to Talk General Insurance with your clients in our latest video.
Click here to watch the video.
FOR INTERMEDIARY USE ONLY
Discover the value GI can bring to your business in the same amount of times it takes you to complete a typical mortgage application.
Click here to watch.
FOR INTERMEDIARY USE ONLY
It’s now easier than ever to talk GI, just choose what route is best for you and do it every time.
Click here to watch the video.
FOR INTERMEDIARY USE ONLY
We sit down with Dominic Lowiecki at OWL Financial to discuss the importance of GI.
Click here to watch the video.
FOR USE WITH CUSTOMERS
Kerry Barnes and her husband were relieved they’d had the conversation about home insurance with their protection adviser. Especially when an unattended candle caused a fire in their daughter’s bedroom.
Click here to watch the video.
FOR USE WITH CUSTOMERS
When it comes to their home insurance make sure your client is comparing apples with apples.
Click here to watch the video.
FOR USE WITH CUSTOMERS
Kylie & Matt Arnold were grateful they’d added the optional extra Home Emergency to their home insurance policy when their boiler broke down
Click here to watch the video.
FOR USE WITH CUSTOMERS
Your home is probably the most important thing you own, but have you considered what would happen if the worst should happen?
Click here to watch the video.
FOR USE WITH CUSTOMERS
Download the documents below to promote the importance of GI to your customers and also to support your GI conversations.
Help your clients protect their homes even when they’re away.
You have one major advantage over the comparison sites… your advice! By providing quality advice, you can help your customers avoid the common pitfall of using comparison sites and find value for money b&c policies.
Read this document for tips on positioning the sale, and how to handle objection.
From peace of mind for your customer to new opportunities for yourself, here we outline the top reasons you should be discussing Home Insurance with your customers.
Here we take you through some of the most common customer pushbacks, giving useful tips and practical advice to help reassure your customers and prompt them to go for the right cover options.
Here we highlight the talking points to consider when your customer is remortgaging to ensure they have the right level of cover.
Download our contents checklist to help them with the value of the contents in their home and determine the level of cover is appropriate.
Here we’ve rounded up some top tips to help your sales pitch.
A 7 step guide to support you with your GI conversations at remortgage, to enable you to offer your clients a fully protected home.
IS CONSUMER OR ADVISER APATHY REDUCING THE NUMBER OF GI SALES AT REMORTGAGE?
This Whitepaper examines whether this is the result of consumer apathy, adviser apathy or a more fundamental issue within the GI market.
We know that some insurance jargon can lead to confusion so we’ve put together these explanations of common insurance terms as a guide to help you when discussing Home Insurance with your clients.
In this guide, you’ll find a number of practical tips to help when times are a little tough. It doesn’t have all the answers, but hopefully provides a little inspiration and reassurance that there’s positive steps you, and your clients, can take.
To help approach your existing clients about their financial situation during this uncertain time, our direct mail template can easily be adapted to suit your business’ style and tone of voice.
This guide is to help your clients understand what they might need to do to prepare their homes for freezing temperatures, coping during them and tips for how to get back on their feet afterwards.
Our storm guide is full of advice to help your clients understand what the risks are when the skies are dark, rumbly and firing lightning out, how to avoid those risks and how to keep safe until the storm has passed.
This guide is for your clients to help them understand what they might need to do in preparation for a flood, coping during one, and tips for how to get back on their feet afterwards.
Use this with your clients to run through a checklist of items they may have in their home and calculate their total value, or it can be given to your client to take home and fill in whilst they walk around their home.
Some straightforward advice for your customers on the stages of buying a home.
A poster for your office to make your clients think about their insurance needs
A poster for your office to highlight how you can save your clients some time when it comes to searching for insurance
A poster for your office that highlights a concerning statistic about people not reading their home insurance policy
Download a selection of case studies which help you to understand the benefits of general insurance from both a broker and customer point of view.
You are able to use the customer case studies on your own website, and in client meetings.
GETTING THROUGH LOCKDOWN WITH GI
Nobody could have predicted 2020 going the way it did. Thankfully, with a little help from GI, some of the more enterprising firms have thrived and enjoyed their most profitable year.
A CLEAR VISION FOR THE FUTURE
Ash-Lee James is the first to admit he hasn’t focused enough time on discussing GI with his clients. But after making a claim for accidental damage on his own policy he now really understands the value his advice can bring.
YOU DON’T KNOW WHAT YOU’RE MISSING
With 20 years experience as a mortgage adviser, Richard Hall is fully aware of the duty of care he has to ensure his clients have the right home insurance to suit their needs.
GETTING TO GRIPS WITH GENERAL INSURANCE
Edward Jackson is the general insurance manager at Key Solutions and he’s seen first hand the benefits general insurance can bring to a mortgage business.
THE GI SPECIALIST
David Walton and Susan Lucas explain how having a GI specialist has helped boost their business.
KEEPING UP WITH THE JONESES
Simon Jones has experienced the true value of GI to his mortgage business. Here he explains his secrets to GI success.
ACTUALLY, IT COULD HAPPEN TO YOU!
Kerry Barnes and her husband were relieved they’d had the conversation about home insurance with their protection adviser. Especially when an unattended candle caused a fire in their daughter’s bedroom.
DON’T GAMBLE ON YOUR HOME INSURANCE
When the unexpected happens, it’s reassuring to know your home insurance has your back. See how alternative accommodation as standard can make all the difference.
SEEING THE BIGGER PICTURE
When arranging home insurance we usually think about the big events we might claim for, but what about the day to day accidents?
IT PAYS TO KNOW YOUR OPTIONAL EXTRAS
Kylie Arnold was grateful she’s added the optional extra Home Emergency to her home insurance policy when her boiler broke down.
ALL INSURANCE IS THE SAME… UNTIL YOU MAKE A CLAIM!
Home insurance is something we all need but we don’t always think about the value of it until it comes the time to make a claim. Jo Pond experienced this first hand when her bathroom flooded.
WHEN LIGHTNING STRIKES
It’s not everyday, as a landlord, that you get the call your house is on fire after being struck by lightning. But when it happened to Mark Wilkinson he was pleased he had a Paymentshield policy.
FCA BAN ON PRICE WALKING GIFTS NEW SERVICE DIMENSION TO MORTGAGE BROKERS – LISA MARTIN
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FCA GI PRICING PRACTICES STATEMENTS
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CHANGING SEASONS
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OVERCOMING GI BARRIERS
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ADAPTING TO UNCERTAINTY – SARAH WATTS
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CONTACTING YOUR CUSTOMERS ABOUT GI – JAMES GITTINS
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Q&A ALL CHANGE – MARTIN SCHULTHEISS
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HOW TO CREATE SALEABLE VALUE FROM GI – MARTIN SCHULTHEISS
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A FULLY ADVISED SERVICE IS A NECESSITY – MARTIN SCHULTHEISS
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BEAT THE MEERKAT – ROB HOLE
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DOES YOUR BUSINESS HAVE A SAFETY NET? – ROB HOLE
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