Plug and Play/Benenden

How do you ensure that the policy is recorded as your sale?

• Ensure logged in as yourself on adviser platform

• Put a message in the Teams chat

• Email to distribution group with screenshot of application page

• Write it down for own records

What needs to go in the 3^rd party reference box on a Benenden policy?

• NEW CUSTOMER

• URAE Reference

• Your name

• ULC Reference

1.       What commission should a Benenden customer be sold at?

• 0%

• 10%

• 17.5%

• 25%

What do you need to ensure you do when processing a Benenden policy?

• Log in as Benenden on the Adviser platform

• Write Benenden in the 3rd party ref box

• Locate customer on Twilio

• Introduce self as Benenden Health adviser

What options are available for a Benenden or CX customer to buy a Uinsure policy? (Select All That Apply)

• QR Code

• Email Link

• SMS Link

• Telephone Call

• Postal Direct Debit Form

Which insurance provider did they offer for home insurance before Uinsure?

• Legal and General

• Payment Shield

• UIA

• Admiral

What do Benenden Health primarily deal with?

• Health Care Plans

• Life Insurance

• Critical Illness Cover

• Pharmaceuticals

What commission should a plug and play customer be quoted at initially?

• 10%

• 17.5%

• 35%

• 25%

When connecting to a customer on plug and play when should we attempt to quote?

• If they are 60 days from completion

• If they are close to their renewal date

• If they have shown interest after the introduction

• Every call

When does a plug and play customer start dialling? What milestone, plus how many days?

• Lead submission +30 days

• Pre offer +30 days

• Mortgage Offer +30 days

• Completion +30 days