Introduction to Ringfence Checklist
Upon, closing a deal with a prospect or client, financial advisers usually send an annual prospectus detailing the status of the financial products that clients own.
However, clients usually end up keeping the prospectus somewhere in storeroom or drawer where the light of dawn does not reach, and conveniently forgotten, until of course, circumstances force clients to suddenly need to look at it.
This essentially, means that not only do financial advisers lose our on repurchase but may often end up having clients that leave them or even lapsing their financial policies
As such, the Ringfence Checklist on Headquarter Platform was conceived with the notion that even with the annual policy prospectus being left to collect dust in a corner somewhere, clients will still have information on their financial health and status at their fingertip, easy accessible anytime, anywhere, complete with upcoming review dates they have to take note of.
Click on to find out more about how you can fully maximize the ringfence checklist function to help in your business.