I’m a mortgage adviser but I sell some general insurance, which EasyTCF system should I buy?
The financial and mortgage adviser system includes protection and household policy questionnaires as standard.
How can I maximise the response rate from clients?
We recommend you mention your EasyTCF e-mail to them in conversation and ask for their help! Most people are keen to help.
For mortgages, just before completion is a good time, before the client becomes too involved in moving and spending!
Should I send more than one questionnaire if a client has bought more than one product?
Ideally yes, although in some cases you might feel one is enough.
How do I unsubscribe from easyTCF?
To cancel your easyTCF subscription, please email instructions to admin@thegiconsultant.com and if you pay monthly, cancel your standing order at the bank. If you pay annually no other action is required other than to instruct us by email.