Our Services: Providers
With a proven track record of working with leading players in both the pension and risk market we have successfully delivered a number of projects in the following areas:
- Designed and delivered a series of customer service training workshops focused on understanding the customer;
- Designed and delivered an employee benefit training programme for a new specialist sales force set up to focus on the employee
benefit market; - Helped design a new pension tender document and beauty
parade presentation; - Developed an adviser tool kit to help advisers make the transition from commission to fees;
- Helped to define a strategy for dealing with online benefit solutions and workplace savings;
- Helped to develop a new product for the defined benefit market;
- Carried out benchmarking research to test the terms of
certain benefits; - Pre product launch research with key potential customers to evaluate the market demand.
