General Insurance.

Looking for ideas to boost general insurance business? Want to help more clients get the cover they need? Come on in.

Have a tip or an idea you’d like to share?

E-mail it to communications@primis.co.uk and we’ll include it here.

Lemonade Homepage

Go back to our lemonade homepage to find more fantastic ideas from a variety of sources.

SEASONAL HINTS AND TIPS

ZURICH: REDUCING THE RISK OF BALCONY FIRES

Find out more here.

GENERAL INSURANCE LEARNING WORKSHOPS

Find out more here.

JULY

ULS TECHNOLOGY: LBTT AND LTT

Find out more here.

GENERAL INSURANCE LEARNING WORKSHOPS

Find out more here.

JUNE

PAYMENTSHIELD: PRICING DISCOUNT

Find out more here.

PAYMENTSHIELD: ON-DEMAND WEBINARS

Find out more here.

TOWERGATE: LET’S GET BACK TO BUSINESS

As the country begins to ease out of lockdown following the recent government announcements, businesses are beginning to prepare to trade again. Many companies for financial reasons connected with COVID-19 have not renewed their business insurance during the last nine weeks and will need to rearrange cover as part of the planning process.

Protection and safety are at the forefront of everyone’s minds, so it is now an ideal time to discuss general insurance and commercial insurance with your clients and earn commission from your referrals.

Referring clients is simple;

  • Get permission from your client to pass their contact info to Towergate Riskline for a quote
  • Input minimal information on our webpage
  • We do the rest, take risk information, provide quote, take payment, deal with renewal
  • You then receive a commission for the referral

MAY

NATIONAL CONVERSATION WEEK

This year National Conversation Week is proud to be working alongside Defaqto and Mind to encourage conversations between individuals regarding their personal and professional lives. Whether it’s keeping in touch with friends and family, updating a colleague on a work project or trying to get the best insurance deal you can, Paymentshield and NCW understand the importance of having meaningful and regular discussions (especially in the current situation we are all facing).

Access the presentation here.

Read the full communication here.

APRIL

GIVING ADVICE IN LOCKDOWN

In our recent compliance communications we have talked about how brokers can compliantly make sales on a non-face-to-face basis. And many of our brokers have shown that, by being agile and using technology, they can continue to help clients and give great advice despite the restrictions that are in place.

However, the current situation has created new advice challenges. Read the full communication here.

G.I. JACK REFERRALS

Find out more here.

REFERRAL JOURNEY

Cream Financial Solutions offer their best practice for asking for referrals.

Access the script here.

AGGREGATORS VS. YOU

Download the guide, written by General Insurance Proposition Manager Nicky Hemmings, here.

PAYMENTSHIELD: 3 THINGS MORTGAGE ADVISERS SHOULD BE DOING RIGHT NOW

Download the e-book here.

YOUR WORLD CLASS GI PROPOSITION

Find out more on page 06 of PRIDE Press.

PLACE YOUR COMPLEX GI CASES

Did you know that the Product Helpdesk offer support with general insurance cases? E-mail the team at experts@primis.co.uk to get the help you need.