10 Reasons why you need a short-term insurance adviser
In today’s age of rapid technological advancements and various AI business tools, there is one thing that will never change in the insurance industry – the need for human connection. Expert financial advisers understand that a client may feel more reassured and comfortable speaking to a professional who can address their concerns, explain policies in detail, answer questions and provide personalised advice.
Matthew Gezane, Short-Term Insurance Franchise Development Manager at Consult shares his 10 reasons why you need a short-term insurance adviser in your life, and how they can help you to 'rise beyond'.
1.?????? Expert Advice
The adviser has a wealth of experience when it comes to various insurance products, and their benefits when it comes to individual needs. They are also up to date when it comes to the latest trends and offerings in the market.
2.?????? Effective Solution Drivers
In urgent situations, an adviser can show empathy while swiftly guiding you through the process of getting your insurance in place, saving you time and possibly money.
3.?????? Cost saving Heroes
The adviser will always look for ways to save you money and allow you to make cost effective decisions tailored to your short-term insurance needs.
4.?????? Risk Gurus
Advisers will look at your holistic portfolio and can easily identify potential risks specific to your short-term insurance requirements. A good adviser will always ensure that the coverage you have in place is adequate, and you are protected against unexpected events.
5.?????? Claims Handlers
In the unfortunate event of a claim, the adviser can take over most of the handling of the task, guiding you to ensure a smooth and favorable resolution.
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6.?????? Renewal and Review
They regularly review your existing policy to ensure that the cover you have in place remains relevant and adequate, and make changes accordingly. As life happens, these changes need to be reflected in your policy to ensure you’re not caught off-guard.
7.?????? Policy Understanding
An adviser is there to remove the jargon and simplify the complexities of insurance policies, to deliver it to you in a manner that is clear, concise, and transparent. They want to ensure you fully understand the terms, conditions, and coverage details.
?8.?????? Customised Solutions
The adviser will assess your unique circumstances and make recommendations that align with your lifestyle, risk tolerance, affordability, and unique objectives.
9.?????? Financial Security
By guiding you in protecting your assets, the adviser ensures that you not only safeguard your belongings, but your overall financial position. An unexpected loss of an uninsured item may lead to a significant disruption in your financial plan.
And finally…
10.?? Peace of Mind
There is no better feeling than the comfort of knowing that when you are in a crisis you can call someone, not to just listen, but to put into action a solution that allows you peace of mind during unpredictable short-term situations.
Having a trusted adviser at your side while navigating the complexities of short-term insurance makes all the difference. It is their expertise and guidance that can help you protect what matters to you most while giving you peace of mind in an uncertain world.
If you don’t already have one, you can reach out to a Consult short-term adviser today to safeguard your financial future, enabling you to journey forward with confidence. Get in touch with us: https://bit.ly/3R0VHDs
Short-term Adviser | A wide range of personal and commercial insurance advice and solutions for you and your business
10 个月Great advice!
Insurance manager l Insurance professional l Agri and Business Insurance
10 个月Well said Matthew!