Reinforcing the value of advice at claim time
Supporting you to make a real difference when it matters most
Supporting clients when they need to make a claim is becoming an increasingly important part of many advice offerings. However, new research from TAL shows that navigating the claims process can be emotionally challenging.
Insights from advisers about helping their clients through the claims process
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After an unexpected cancer diagnosis in December 2021, Justin, a trusted financial adviser in WA, experienced first-hand what his clients would go through at claim time.
His claims experience with TAL provided him with a unique perspective on just how much trust is placed in advisers during the claims process, highlighting the value of advice.
Enhance the quality of your client conversations at claim time
The insights we’ve received through customer research have shown that advisers who demonstrate empathy, facilitate outstanding communication and foster more than just a transactional relationship will enhance the quality of their client relationships.
The TAL Risk Academy has a variety of free, on-demand courses specifically designed to help you be more comfortable with having difficult claims conversations.
Resources to support you at claim time
To help you feel more confident and be better equipped to navigate challenging conversations with your clients who need to claim, we have created some resources to assist you.
Need a hand?
We understand that the claims journey can be a difficult time for you and your clients. Please get in touch with your TAL Business Development Manager if you have any questions.