Provider systems must support clients post sale - advisers

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Insurers must continue using their online systems in to post sales care to support advisers and their client relationships, an industry working group has demanded.

The F&TRC Protection Forum, which is made up of protection advisers, insurers and reinsurers, called for providers to allow client servicing from inception to expiry of any policy. It argued that with the growing importance of IFAs to support clients' ongoing needs, the current online business submission systems should continue beyond the policy start date. Advisers present at the discussion felt it was important to be able to have a continued dialogue with customers around their protection needs. They are looking for providers to enable additional functions including annual cover ...

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