Post-Sale Check & Report
Use Adviser.ai to drive the highest sales quality, transform adviser training and achieve huge savings on customer service costs.
Get immediate feedback from every customer.
Identify Policy Issues Quickly
Receive instant notification of any issues raised by customers.
Avoid Lapse or Clawback
Ensure every customer appreciates the value of their policy.
50
Savings on customer service costs
50000
Average saving in costs per year per Adviser
50
Reduction in clawback
Check key details with every customer after every sale
Have they received their policy documents?
Understand what their policy covers and how it works
Have they checked their policy documents?
Raise issues with you easily and immediately online
They can disclose any vulnerabilities online
Provides a rating for every advisers service
Deliver the ultimate service to every customer
Provider specific ‘Check Your Details’ reminder
Reminder to cancel any current existing cover
Notifies customers about placing policy in trust
Easy to select trustee and beneficiaries online
Highlights specific policy benefits available
Link the customer journey to your Trust Pilot
View all responses in your Adviser Dashboard
Filter completed post sale checks by action required
View summary details of completed post sale checks
Access all customer answers by selecting view all answers
Access trustee and beneficiary details
- Monitor adviser quality at point-of-sale
- Transform your adviser training
- Unmatched sales insights for your business
- Link adviser service directly to performance targets
- Create a competition out of service
Find out how we can help your business
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