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Early Warning System (EWS).
This tool could help you to save missed protection premiums.
We recognise how easily clients can be lost through simple administrative errors or by you not being informed of a change in bank details. This could be due to:
- a bounced or cancelled direct debit.
- where the policy has been lapsed.
- circumstances where the policy is cancelled from outset.
Let our Early Warning System (EWS), help solve this problem by:
- Telling you of potential client, policy and commission losses and giving you the requirements to reinstate the policy
- Emailing notifications up to 3 times a week and within 72 hours of policies in danger of lapsing
- Giving you secure online access with 4 weeks data always on view·
- Downloading reports into Excel or database.
This also ensures your clients receive a more personalised, enhanced service from you.
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key documents
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PDF: 35KB
EXE: 1.2MB
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