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Advisers should ask the right questions, says Paymentshield

Insurance administrator Paymentshield has launched a free online guide for advisers to stimulate conversations that could result in increased business and better customer outcomes.

The guide, titled ’22 Questions You Should Always Ask’, features informative content and tips to provide advisers with ideas that could help them identify more opportunities to help clients and increase their general insurance sales.

Paymentshield’s previous campaigns have received industry recognition for the quality of resources provided for advisers and for helping raise awareness of the importance of general insurance.

James Loder, proposition director at Paymentshield, commented: “Conversations are the lifeblood of any adviser business as they provide the chance to find out about a client’s circumstances, their financial products and the suitability of those products.”

He said that the best way to stimulate conversations is by asking questions.

“Asking questions is important – it’s the simplest, most effective way of learning and innovating,” Loder continued. “Even asking questions to yourself can help promote new ideas or ways of thinking.”

The guide is available to download now at www.paymentshieldadvisers.co.uk and supports Paymentshield’s new Always Ask marketing campaign, which is already live.


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