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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.

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