What does good advice look like to you? Each business has its own view of what good is. It is often a struggle, either to articulate that view, or to get agreement within the team so that there is an agreed standard that can be used to manage the business. We love those challenges.
Through our approved provider list management service, we use our large database to craft a report which outlines multiple key facts to simplify the decision-making process. We help you discover, understand, and document your vision.
The documentation of your vision leads to defining your advice process. It becomes your most reliable adviser team management tool – the place where your view of ‘what’s good for the customer’ is documented and shared.
Through our advice process development service, we help your leading advisers and senior team develop a robust advice policy – and in particular your criteria for insurer, product and option selection.
We then use that set criteria to assess your company needs and to analyses our database to craft a report which outlines multiple key facts to simplify the decision-making process.
Through our standard procedures, we can assist in the development of an adviser’s standard advice process to ensure optimal results.
Using a combination of your experience and our extensive library of insurer data is used to provide your company with a list of providers that offer services that meet your current needs.
An adviser business looking to update their list of providers to ensure a better crafted advice process is in place would benefit most from this service.
Through the use of this service, you will be able to gain a clear shared vision of what your team decides is good advice.
You also gain a clear criteria and demonstrable links between your vision for advice and the insurers, products, and options that you choose. Those links are evidenced with a combination of qualitative and quantitative data.
This service benefits your adviser business by providing you a clear outline of suppliers, their products and services; which in turn will simplify the decision-making process.
When advice process development is necessary
- New advice process development
- Standardizing advice processes
- Providing evidence-based recommendations
- Improving customer service