Best claim communication or case study
The criteria
Case study relating to a customer claim where the adviser’s involvement has delivered an improved consumer outcome.
Shortlist
CoverMyBubble
Vita
Robyn Allen
Sponsored by:
winner
CoverMyBubble
Why they won
The winner of this award highlights why advisers should keep in contact with clients and any changes in their lives. The judges were particularly impressed with this adviser’s tenacity in pursuing a claim when the client had all but given up, and ultimately achieving a pay-out.
