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Calculate potential savings.
Our retention calculator can show you how much business you could be losing each year.
Our retention expertise can help you to save up to 30% of these lost policies.
Sell it.
We know you have the sales skills, but we've identified the key points in the sales process that are integral to client retention.
Keep it.
We want to help you keep your business on the books. The last thing you want is to have done all the hard work with the sale then lose your customer before the first premium is paid.
Contacting and managing the client journey is key to increasing retention rates.
Save it.
Up to 30% of lapses could be saved by our Early Warning System (EWS). In 2010, we paid 106 claims for policies that had been reinstated as a result of EWS.
success stories.
Our success stories are a result of working directly with financial advisers and committing to making a real difference.
business retention.
business retention
£7.3 million worth of customer claims were paid out in 2010 as a direct result of our retention tools.
We're leading the protection industry with client retention tools. Since introducing the retention unit we've worked with over 15,000 firms and advisers by giving them tools, information and support. Thanks to our support IFAs have been able to save many of their clients benefits as well as their own commission.
Listen to the experts
We've developed some podcasts to help you to improve retention and to potentially hang on to more policies.
Tools and calculators
Direct Debits Reinstatement
Reinstate your client's direct debit online through a quick and simple process.
Early Warning System
This tool could help you to save missed protection premiums.
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Top rated pages
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Reinstate your client's direct debits online.
If your client's direct debit has lapsed, bounced or been cancelled, we've made the reinstatement process easier for you.
Protection
This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.
© Legal & General Group plc 2012
