Solutions to Grow Current Customers

Recognising that your best customer is an existing customer, we utilise a comprehensive customer contact and diary management system that provides quality leads to your sales force - whether they be from bancassurance customers, orphaned policyholder groups, maturing customers (e.g. endowment or term insurance customers) or agent/broker customers.

Typical trigger points may include contacting customers regarding:

needs analysis and review of portfolio
change of servicing agents
compliance requirements

Appointments are 'sold, booked and managed' entirely by ReMark. The intermediary is directed to the designated time and meeting place to properly conduct a review of the customer's existing policies. This provides the intermediary with an opportunity to convert, upgrade cover or sell a new policy.