Business Healthcare & Protection a powerful combination
understand sales opportunities with cross selling Business Protection and Private Medical Insurance
Business owners don’t want to take time of sick, if they’re running the business on a day to day basis they’re likely to be key to ensuring the business functions and cash-flow continues. if they do fall ill they want to be diagnosed and on a treatment pathway as soon as possible.
- How Business healthcare can be a preventive measure and give owners and key employees the best opportunity to not take time off.
- The diagnosis and treatment pathways that can get key individuals back to work as soon as possible.
- How Business Healthcare compliments keyperson protection solutions, giving the business a level of financial resilience against ill health.
Learning objectives
By the end of the session you will
1. Identify and understand sales opportunities with cross selling Business Protection and Private Medical Insurance
2. Understand how maximising client retention by combining both Business Protection and Private Medical Insurance when advising your Business clients.
Panellists
Brian Morgan - Head of Health Specialists, Vitality
Dave Butler - Market Development Manager, Legal & General
Getting the best out of underwriting
Working together to help businesses and your clients get the protection they need
Join us for discussions with experts in underwriting bringing to life the reasons why applications are underwritten, the considerations and typical evidence needed especially when looking at Business Protection which are frequently larger sized policies. Financial underwriting can be seen as confusing but through the session we will make it much clearer and highlight the support available from pre-sale and beyond to make the processing of your clients applications smoother.
We'll also look at the challenges advisers and clients face in getting the applications on risk, and consider how future developments in areas such as AI, the information needed, and medical impacts could all help the processes.
Learning objectives
By the end of the session you will
1. Understand the background to financial underwriting, the typical evidence required for larger sum assured business, and the support available from Insurers to help advisers and the clients with the efficient processing of their applications
2. Identify the areas that impact on the underwriting process, how advisers and clients can help the process, and how future developments could have a great impact
Panellists
Fraser Ballantine - Underwriting Quality & Risk Manager, Zurich Assurance
Helen Croft - Head of Underwriting UK & Ireland, SCOR