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Important updates
    Changes to future finance agreements

    Due to some business changes, a number of customers won’t be able to take out finance agreements with Close Brothers to cover the cost of their insurance policies in the future. This change will not happen immediately, and we will be working with brokers over the next 6-12 months to organise a smooth transition. This does NOT impact any current finance agreements OR existing insurance policies.

    Find out more

    Elevate - Client Journey Tools

    We’re delighted that you have enrolled on the Elevate programme.

      

    Research shows that premium finance is often not well embedded into the full client 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 client journey. 

    Materials

    • IVR copy

      Download some messages that can be used on your IVRs 

      Download

    • Client email copy

      Download an email template to introduce premium finance to your clients.   

      Download

    • Website copy

      Download some copy that can be used on your website 

      Download

    • Client guide

      Download a guide to Premium Finance for your clients

      Download

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