How advisers can add value at claim time

19/01/2022 40 min Temporada 2 Episodio 6
How advisers can add value at claim time

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Episode Synopsis

Understanding the claims process and what an assessor needs can be highly beneficial to getting your client's claim approved faster. Natasha Roberts is a claims specialist at Zurich and joins Phil for a chat about how assessors and advisers can work better together at claim time.Are you in the advice industry? Join the My Risk Adviser Facebook community: https://www.facebook.com/groups/myriskadviserMy Risk Adviser is hosted by Phil Thompson.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.

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