IMAGINE

REASSURING EVERY REMORTGAGE CLIENT

 HELP YOUR CLIENTS PROTECT THEIR HOME AND EVERYTHING IN IT. 

We've brought together a selection of bespoke resources to support your conversations about GI at remortgage. 

Whether you want more insight into the possibilities of discussing GI at remortgage or you want tips and tools to help you, there's something for everyone. 


EBOOK: 7 STEPS TO SUPERCHARGE YOUR GI SALES TO REMORTGAGE CLIENTS

With a focus on your remortgage clients, this ebook provides you with seven handy steps to help you with the quotation process and to win the business.  

     
Remortgage ebook

video: why reviewing your home insurance when REMORTGAGing is important

This video is for you to share with your clients to help them see the importance of reviewing their home insurance needs when it comes to remortgaging and the value your advice can provide.

You can download the video by selecting the three dots in the bottom right of the video screen when you click below to view. 

Remo Factfind

REMORTGAGE CLIENT FACT FIND

Use the following form to help you capture the relevant information about your client so that you can produce a home insurance quotation at remortgage that suits their needs. 

Remo Factfind

WEBINAR: IMAGINE REASSURING YOUR REMORTGAGE CLIENTS

Regional Sales Manager, Sarah Jackson, helps you imagine the possibilities the remortgage opportunity can bring in 2022 and the benefits that come from fulfilling your duty of care to your remortgage clients with a conversation about GI.

Plus, enlightening your clients about the risk of underinsurance and how easy it might be to have a conversation about GI using our selection of tools and resources. 

Netflix Remo Webinar

WHITEPAPER: IS CONSUMER OR ADVISER APATHY REDUCING GI SALES AT REMORTGAGE

This paper examines whether a limited number of general insurance conversations at remortgage is the result of consumer apathy, adviser apathy or a more fundamental issue within the GI market. 

    
Remortgage whitepaper

ENGAGING PODCAST EPISODE 3: LETS TALK GI AT REMORTGAGE

Shannon Johnson, a GI Specialist from Oakhill Independent Financial Services and Alistair Morrison, a Regional Sales Manager at Paymentshield join Dean Marson this episode. 

They'll be discussing how advisers can have easier conversations with their remortgage clients about protecting their home and why this is so important.  

Paymentshield & Ceta Top 10 Non-Standard Risks

VIDEO: HOW TO CREATE A REMORTGAGE HABIT TO BOOST YOUR GI BUSINESS

Watch Alistair Morrison, Regional Sales Manager's, training session from our BE GI: Stronger Together virtual conference that took place in September.

Alistair chats about how to easily and effectively incorporate GI into a conversation with your remortgage clients.  

Paymentshield & Ceta Proposition Guide

 

Request a callback to discuss more ways to help you build GI into remortgage sales