TAL Gives Clients Reality Check

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    A new digital claims tool has been released by TAL, with the aim of helping advisers demonstrate the value of insurance to their clients.

    Following on from the release of its 2014 claims data, TAL has launched an interactive tool that enables advisers to enter client demographics to calculate a range of relevant facts and figures based on retail claims paid by the insurer.

    The TAL Reality Checker creates customised data, including visually dynamic infographics, which can be shared with clients digitally or in hard copy. There are also 12 new customer case studies available in the platform, based on real TAL clients.

    TAL RC

    “Advisers have been asking for something they can use to engage with their clients on the benefits of financial protection beyond the usual brochure or handout,” TAL General Manager Retail Distribution, Niall McConville, said.

    “Basically what we are doing is helping advisers give their clients a reality check with our new interactive claims tool. Our aim to provide advisers with better advice tools that support the effective engagement of both existing and prospective clients.

    “It uses TAL claim statistics and other information in a visually appealing way to help promote and demonstrate the practical need for insurance, all customised to the client’s own situation. Ultimately we are aiming to help advisers provide even better advice solutions to their clients.”

    To view the TAL Reality Checker, click here.