TMA PROTECTION TOOLKIT.

Our protection toolkit, learning resources and support documentation will help you to have informed conversations with your clients whilst keeping you up-do-date with the best personal and business protection cover options.

Our expert resource banks will help you to find useful tools and up-to-date guides to make selling protection to your clients and setting up quality policies simple and easy.

When you’re ready, reach out to one of our many partners offering protection coverage. With an expansive panel of providers available, you and your clients have plenty of choice in how to proceed securing their financial future.

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Our Protection Toolkit

Benefits Table

Share invaluable health, wealth and leisure benefits with your clients as part of their cover using our help Benefits Comparison table.

Calculators

Access Protection Calculators to support your clients as soon as they need you, while making more informed decisions about their Protection cover.

Underwriting

Our selection of underwriting tools will offer you in-depth support to assist you with meeting your client’s protection needs.

Marketing Support

Make client conversations easier and more fruitful with our selection of sales aids, designed to help you make the most of your discussions.

Trusts

Writing a protection policy in trust has been made simple with our interactive Trusts Protection table. Just click on the logo of your preferred lender.

Technology

Take advantage of our cutting-edge technology services which support you through every stage of the case application process.

Videos & Blogs

Browse our selection of up-to-date video resources and blogs to gain essential insights unto what to consider when discussing protection.

B2C Marketing

Utilise our B2C marketing materials to engage with your clients more effectively so that your next conversation is as effortless as it is honest.

TALK TO YOUR CLIENTS ABOUT THEIR PROTECTION COVER.

Now more than ever, it’s vital to have honest conversations with your clients about their protection requirements, whether they’re new or existing customers. Stay up-do-date with your clients and be sure to assess and reassess their circumstances so you can advise the best protection options for them. Following any major live events or updates in your client’s life such as the birth of a child or a promotion at work, take the time to reach out and start discussions on whether or not their need for protection has changed.

Take that extra time to listen, assess their situation and discuss the potential risks they may face in the future and what implications they pose to their current lifestyle. It’s vital your clients understand the importance of this coverage and how it can give them peace of mind for the future, should the worst happen. Getting across the point of what your client risks to lose in the event they can no longer work, and what this means for their dependents will go a long way in helping you arrange more protection insurance policies, while our wide array of tools and services will also go a long way in making arranging these policies simpler.

WHY DO PROTECTION BUSINESS WITH TMA?

VALUE-FILLED CLIENT SERVICES

Complimentary, bespoke protection sales training to develop your team’s skills and confidence so that they can add value to their client services.

REGULAR INDUSTRY UPDATES

With our weekly Inform newsletter and Protection Bulletin series, you’ll be kept up to date on all major industry changes and best practices to keep your clients informed.

SPECIALIST REFERRAL OPTIONS

Refer your customers to one of our experts, no matter how complex or quirky their case may be, so that they receive the right advice and gain access to the best products.

Get in touch with us today.

If you would like further information about TMA Protection, please click the purple button and our Key Accounts Team will be in touch.