Risk-specialist dealer group, Affinia Financial Advisers, has launched a new online claims tool to help advisers quickly and easily create their own personalised marketing collateral.
The tool provides advisers with the opportunity to illustrate their own claims data, industry information and client stories in a simple flyer format. Affinia said the tool was created to help its advisers demonstrate the important role they play in supporting their clients during claim time.
Advisers can use the tool to target different client types, such as Generation X or Y, or to focus in on particular cover types, like income protection.
According to Affinia General Manager, Craig Parker, the tool is unique in that it allows the adviser to personalise their own data, rather than relying on material and statistics from product manufacturers, which do not always resonate with individual clients.
As risk professionals we have so much to be proud of
“In speaking with our network, it was clear that they needed tools to help demonstrate the value of what they do and explain the benefits of risk insurance to their clients. They want simply illustrated, easy-to-understand information that their clients can relate to, and they want to be able to use their own branding,” Mr Parker explained.
“Sometimes it is the simple things that can really make a big difference in client engagement.”
Mr Parker said that while the new tool had been some time in development, it came at a time when the industry was under increasing scrutiny.
“As risk professionals we have so much to be proud of, and we help so many people and their families. All advisers have good new stories that highlight the value of their role and the cover they can provide, and we should be shouting about it from the roof tops.”
