Inform fits into your business so easily, you will wonder why you haven't offered it before.
Our client feedback has been phenomenal. People love what Inform can do and how it can benefit them. The big question though is how do you sell the service to clients? In truth it sells itself, and gives your service an added dimension clients appreciate.
The original idea behind Inform was created when a financial adviser became a will writer. As a financial adviser they realised that people were so disorganised, financial planning was at risk because people assumed they had cover when often they had no cover or inadequate cover. As a will writer they realised that on the client's death their relatives had a terrible time trying to find all the right information. It is not unknown for life assurance policies to stay unclaimed, or investments to go missing.
Inform can be offered as a separate service, or one that is given as part of a different sale. For example it might be given free when writing a new life assurance policy or Power of Attorney. It can be sold as a stand alone product to new and existing clients. It is a complete organisational and estate planning tool.
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What do do next
Ask us for more information by using our contact page. We will be in touch quickly with more information. |
Decide if you want to offer our data entry service
One of the biggest hurdles to any service like this is using it! It can be daunting to begin entering information, as most people have so much of it! However, once complete or started, it will be an invaluable tool for your clients and will save them money and time with regular use. |
Get in touch for your FREE trial and see what your firm can be offering.
Some of our business partners
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