Show your clients you care
Offering insurance is an important part of providing an industry best-practice service to your clients. The ‘insurance discussion’ is an essential part of every home loan transaction according to your Responsible Lending obligations, but it’s also essential to building trust and creating long-term relationships. It shows your clients that you care about their well-being and financial future and are invested in helping them to achieve their financial goals.
As a provider of convenience and peace of mind, offering insurance is a natural way to add value to your mortgage broking services. The benefits for you include an increase in the value of every home loan transaction, opportunities to provide ongoing service through insurance renewals, and greater customer satisfaction which supports referral business and growth.