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On behalf of everyone here at Close Brothers Premium Finance, we would like to wish you all the best throughout the holiday season and new year.
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Research shows that premium finance is often not well embedded into the full customer journey, often being mentioned just in passing at purchase stage for new business. We have produced the following set of resources to help you to introduce Premium Finance into more touchpoints within the customer journey.
Download some messages that can be used on your IVRs
Download an email template to introduce premium finance to your clients.
Download some copy that can be used on your website
Download a guide to Premium Finance for your clients
Elevate – Internal Launch Resources
A set of materials to help you launch Elevate internally.
A set of materials to help you book your training with Close Brothers