Episode 2: Ensuring a client’s policy remains in force, with Hayden White

In the second episode of Ensombl’s podcast series “Enhancing Your Insurance Advice”, hosted by yours truly, I speak with Hayden White.

Hayden is an Investment and Personal Insurance Adviser at Poole and Partners Investment Services. In this episode we talk about how to ensure a client’s insurance policy remains in force, covering topics including:

• Ways to ensure you are on top of your client's policies to reduce lapses,

• How to utilise the annual statement as an opportunity to engage with the client,

• How to maximise retention by explaining the importance and value of insurance to clients,

• Ways to handle difficult insurance premiums increase conversations with clients

Click here to listen, access the episode transcript, and learn more about our guest.

The Enhance Your Insurance Advice podcast series is produced by Ensombl and sponsored by TAL Australia.