Tag: BrokerFlow

The art of crafting an effective insurance proposal: Tips and templates

Preparing an insurance proposal is a critical step in the broker sales process. By capturing client risk details and presenting cover options and recommendations, a well-written proposal ensures that clients understand all the details of an insurance product and enables them to make an informed decision before the policy is bound. It also helps to […]

Digitising your insurance broker sales process just got easier

Insurance brokers are more important than ever in the current economic climate, as customers seek out the best insurance deals amid a cost-of-living crisis. But faced with a hard market, rising overheads and fierce competition, brokers need to do everything they can to win new customers and boost efficiency, while complying with regulations such as […]