Partners Life Seminar - Closing the Written to Issued Gap

21 August 2017

We are very pleased to bring you a very special seminar delivered by two very special presenters. 

Naomi Ballantyne ONZM, our Managing Director, will bring her extensive underwriting and claims experience to the table to explore how sub-standard acceptance terms can be crafted into an effective tool to increase sales, and she will also be exploring how to accurately compare the benefits and restrictions of sub-standard acceptance terms against different providers' products to ensure you continue to give your client the best advice. You should expect to be surprised and enabled by the end of Naomi’s presentation.

Hayden Jonas, our Chief Operating Officer, will then share with you some of the detailed analysis we have undertaken on NTU benefits to give you an insight into the types of benefits/clients that never get issued and the possible reasons why. Hayden will also demonstrate the financial impact that NTU benefits have on your business, demonstrating the potential increase in revenue that you can achieve by reducing NTU wastage, without having to sell a single extra policy.

Finally Naomi and Hayden will jointly discuss the philosophy behind Partners Life’s Fast-App underwriting process and how best to use it as one of the tools in your toolbox to obtain cover for those clients who you might otherwise lose during the application or underwriting processes.

You will also have the opportunity to ask questions of, and/or have a chat over a cup of tea, with these two very experienced executives.

*NTU stands for not taken up – meaning applications that never result in inforce cover.

 

Event location

Palmerston North - Venue to be advised

Event date/time

9am-10:30am

Event contact information

http://livemail.livelinkconnect.com/em/forms/subscribe.php?db=605808&s=255377&a=39933&k=0655593

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