You are here: Home - News -

Sesame converts 700 advisers and raises £10,000 in protection drive

by: Mortgage Solutions
  • 13/07/2018
  • 0
PMS Mortgage Club got 700 brokers to commit to a protection conversation with every mortgage discussion over 21 days and the campaign has raised £10,000 for the British Heart Foundation.

 

 

Sesame and PMS launched the Rewire Routines campaign in May in a bid to turn ‘good intentions into healthy habits.’ Advisers were challenged to make protection a central part of their client conversations, which included providing a protection and general insurance quote to every mortgage customer during the campaign period.

A donation was also made to the British Heart Foundation for every signatory by PMS and Sesame, which was matched by protection providers Aviva and LV=, raising over £10,000 for the charity.

British Mortgage Awards 2018 winner, Mark Graves, managing director at Sesame and PMS, said: “We are very pleased with the success and level of industry participation in this initiative. Protection is the foundation of financial planning and our aim is to help place this important topic at the heart of advisers’ conversations with their clients.”

He added PMS and Sesame are committed to building on this protection and general insurance campaign.

 

Education, education, education

 

A dedicated adviser support hub offered a range of resources and materials including interview guides, videos and social media content to promote more effective client conversations.

One of the advisers who signed-up to the campaign, Julie Gilbert, principal at 1st Mortgage Services in North Yorkshire, said: “This campaign has focused my mind on making sure I quote for protection business and talk about it more. It has also encouraged me to train my administration support to learn how to carry out quotes too, and hopefully develop into a para planner role.”

Preston-based Independent Mortgage & Protection Adviser, Shereen Salmon, said: “I recently signed a client up for mortgage protection insurance who, in the 15 years of dealing with them, had never previously taken any cover.

“The barrier in the past was cost, so I did a quick quote while they were in the office and it was less than he thought, plus his wife appreciated the protection it gave their children so she was happy.”

For more information on the campaign, see here.

There are 0 Comment(s)

You may also be interested in

Business Skills

In this section, we offer short ‘how to’ guides on harder to crack areas of business. From social media, to regulation or niche product areas, we cover it all.

Profiles

Our journalists interview key industry entrepreneurs, strategists and commentators for day-to-day market insight and a strategic view of where the industry is heading. We offer lessons for success and explore the opportunities for your business

Success in Practice

Here, we share case studies fleshing out best practice to help you decide what could work for your business. Take a look at how others approached complex tasks like launching a new mortgage lender, advising on a new product area or deciding to specialise in another. Learn from others mistakes and triumphs.

Marketwatch

Each week, we ask top mortgage and property commentators with a unique perspective to examine a key news headline, market move or regulatory or political issue.

Poll

Vote in our weekly poll here. It’s your chance to tell us what you think and be heard on the top news stories of the week. Review our archive to find out what your industry really thinks and all our coverage of the results.

Top Comments

Be part of the conversation on Mortgage Solutions. We want to hear from you. We have a tool called Disqus to tell us which stories get the most comments each week. Every Friday, the team picks the most thoughtful or opinionated contributions from our readers to enjoy again. Don’t forget to share your favourite stories from the site on social media to keep the conversation going.
Read previous post:
buy-to-let
No ‘mass exodus’ as landlords plan to hold properties for 10 years – Foundation

Landlords typically expect to remain in the market for at least 10 years, despite the raft of regulatory and tax...

Close