Claims: best practice

The advice industry is changing - insurance is changing, the only constant is claims. Your clients will have claims & in this episode we speak to Sheriff Hamza Head of Retail Claims at Zurich to explore what you can do to prepare for the inevitable ‘I think I need to make a claim’ call. This wish you’d known chat will help you fire up a 1st class claims service. Its worth your attention because aside from being the right thing to do, benchmarking data tells us on average happy claimants refer 7 more clients. Wowsers! Sheriff, Danni and Glen explore a whole stack of things including disclosure consideration, waiting period impacts, flow on impacts of career breaks, Agreed & endorsed agreed nuances, and the ol’ pros & cons of Tele Underwriting debate. Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviser Wish You'd Known is hosted by Glen James and Danni Visser. Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/ We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast. Hosted on Acast. See acast.com/privacy for more information.