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Homebank Ltd are a national form of professional mortgage advisers.
When we started talking to Homebank we quickly realised that our Intelligent Protection system would provide them with the continuity and compliance control they were looking for. This together with the benefits offered by our Express Underwriting and administration service led them to select us as their exclusive partner for non-investment pure protection business for all their advisers. |
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“Having seen Intelligent Protection and Express Underwriting in action everyone at Homebank is extremely excited. The system accurately identifies demands and needs as well as establishing the client’s budget. It ensures the discussion about protection always takes place with the client whilst also putting the customer in charge of setting their own priorities. The system definitely streamlines and simplifies good compliance practice through the automatic suitability text, tailored to each customer individually”.
“We expect to see an increase in our sales volumes across the protection offering, increased average premiums as customers buy more of what they need and want and an improved compliance process. It will also be very convenient to see the back of long, complicated life insurance forms with their intrusive medical questioning as we benefit from Express Underwriting.”
Rupert Atkinson, Chief Executive, Homebank
www.homebankplc.com
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