Every
six months or so, we invite advisers who have registered with us to provide
their feedback on various aspects of our products and services. This helps us ensure that we are delivering a
good service and providing tools that meet advisers’ needs, as well as help to
steer our future system developments.
We
have received some very useful feedback from advisers about our processes
around setting up a policy. Essentially,
the request was for more explanation and direction around how a scheme is
established.
There were some things we did that could have been a bit clearer, so we’ve acted on the feedback and as a result, we have tidied up some of the items – emails and PDF documents – that our automated systems generate. We have also added some extra pages to our website explaining our processes, which include a link to a downloadable document with flowcharts showing each step in the process. The new web pages explain how to get cover started and when and how to submit inception data.
We
hope you will find these useful and that the small tweaks we have made make
placing business with us that little bit smoother.
As always, we would be glad to hear of any parts of our business that could be improved, especially if you have ideas about how! The new process flowchart has come about in direct response to a comment in our last survey of advisers.
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