WORKING REMOTELY HINTS, TIPS AND PRACTICAL SUPPORT WORKING - - PowerPoint PPT Presentation

WORKING REMOTELY

HINTS, TIPS AND PRACTICAL SUPPORT

WORKING REMOTELY AGENDA

• Introduction
• Overall strategy
• The meeting
• pre meeting
• during the meeting
• post meeting
• Royal London support
• Summary

By the end of this session you will:

• Have an improved understanding of working remotely and

how you can continue to deliver good quality advice.

• Have a good knowledge of the support available for your

clients.

• Have an understanding of the online solutions Royal London

can provide.

WORKING REMOTELY

LEARNING OBJECTIVE

WORKING REMOTELY

AN INTRODUCTION

WORKING REMOTELY AN INTRODUCTION

• Whilst most of us are coming to terms with a new

way of working, we hope to share some best practice from not only experts in this field but also colleagues and our advisers who have been honing their skills and learning what works and what doesn’t for a number of years.

• By hearing a range of best practices we can help you

build a more robust and sustainable model now and in the future.

WORKING REMOTELY

OVERALL STRATEGY

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• Segment client bank
• Decide on a clear and precise

message

• Use relevant external content
• Write a to do list
• Create structure in your day
• Plan calls & meetings
• Explore technology options
• Make full use of help on offer

WORKING REMOTELY OVERALL STRATEGY

WORKING REMOTELY

PRE MEETING

WORKING REMOTELY PRE MEET

• Keep process as familiar as possible
• Send an agenda
• Practice, practice, practice!
• Video conference reminders
• Environment
• Contingency Plan

WORKING REMOTELY

DURING THE MEETING

• Social conversation starter
• Presentation
• Email ready to go
• Re-establish agenda
• Check in with client
• Share screen
• Discuss electronic documents
• Confirm next meeting
• Feedback on virtual meeting
• Re-assure clients

WORKING REMOTELY

POST MEETING

• Keep process as familiar as

possible

• Confirm post meeting actions

with time frame

• Diarise to chase up any

e-documents

• Take opportunity in post meeting

contact to reassure

WORKING REMOTELY

GENERIC HINTS & TIPS

• Generic message to whole client bank
• Bulk e-mail
• Create company newsletter
• Run generic podcast or webinar
• Change phone message to be upbeat
• Good news section on website
• Reminder of support every step of the way
• Create community on website e.g. quiz, photo

competition

WORKING REMOTELY

SUPPORT FROM US

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WORKING REMOTELY ROYAL LONDON SUPPORT

• Free Cover
• Send to client
• CPD hub
• Marketing Studio
• Pre-sales underwriting tool
• Trust toolkit
• Online calculators
• Case Managers & Underwriters

Some features to help you write new business remotely

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ROYAL LONDON SUPPORT SEND TO CLIENT

• Send the online application

securely

• Clients can answer the

underwriting questions themselves

• See exactly where they are with

the application using the tracker

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ROYAL LONDON SUPPORT CPD HUB

• Online resources
• Guides
• On demand webinars
• Fully accredited by the

Chartered Institute for Securities & Investment (CISI) and the Chartered Insurance institute (CII).

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ROYAL LONDON SUPPORT MARKETING STUDIO

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ROYAL LONDON SUPPORT PRE-SALES UW TOOL

• Check BMI, family history,
• ccupation, hazardous pursuits

and a range of medical conditions

• Get an accurate indicative

decision for each cover type you choose

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ROYAL LONDON SUPPORT TRUST TOOLKIT

• Help promote the financial

benefits of trusts

• Support you in finding the

right type of trust for your clients

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ROYAL LONDON SUPPORT ONLINE CALCULATORS

• Complete together over

the phone or screen share

• Range of calculators
• Affordability calculator
• Lifestyle calculator
• Income shortfall calculator

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ROYAL LONDON SUPPORT SERVICE

• Case Managers
• Dedicated Underwriters
• Business Development Manager
• Business Support Unit

By the end of this session you will:

• Have an improved understanding of working remotely and

how you can continue to deliver good quality advice.

• Have a good knowledge of the support available for your

clients.

• Have an understanding of the online solutions Royal London

can provide.

WORKING REMOTELY

LEARNING OBJECTIVE

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions and is a member of the Association of British Insurers. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London EC3V 0RL. Royal London Marketing Limited is authorised and regulated by the Financial Conduct Authority and introduces Royal London’s customers to other insurance companies. The firm is on the Financial Services Register, registration number 302391. Registered in England and Wales number 4414137. Registered office: 55 Gracechurch Street, London EC3V 0RL.Royal London Corporate Pension Services Limited is authorised and regulated by the Financial Conduct Authority and provides pension services. The firm is on the Financial Services Register, registration number 460304. Registered in England and Wales number 5817049. Registered office: 55 Gracechurch Street, London EC3V 0RL.

PR P8 VID 0003 April 2020

adviser.royallondon.com/protection