1 / 91

PruProtect Marketing literature and tools guide

PruProtect Marketing literature and tools guide. Click here to start. Finding the literature you need. Subsection title. Key to navigation and icons . To showcase the sales tools that are available to help you with your sales pitch.

warren
Download Presentation

PruProtect Marketing literature and tools guide

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. PruProtect Marketing literature and tools guide Click here to start

  2. Finding the literature you need Subsection title Key to navigation and icons

  3. To showcase the sales tools that are available to help you with your sales pitch. It aims to help make your job easier by giving you suggestions for which literature: can help you to explain specific product benefits can help you to overcome common objections we recommend you leave with the adviser to look through after your first meeting It includes a summary of the process and lead times for ordering literature. What’s the purpose of this guide? This guide should be your first point of reference when you want to know which sales tools are available. Marketing will continue to update this guide as new tools become available.

  4. Select an area to explore Literature available Business Protection Personal Protection Where should we begin

  5. Marketing tools Trust literature How to order Quoting and application tools Additional benefits and options Serious Illness Cover Forms Recommended pack to leave with a broker Select an area to explore Income Protection Cover Policy documents Claims Vitality Life Cover Doing business with us and general product documents Underwriting tools Personal Protection literature Business related

  6. Doing business with us and general product documents Literature Overview of PruProtect brochure Covering the Protection spectrum - Launch brochure March 2011 Introducing the Essentials plan brochure PRUPB10720 PRUPB10957 PRUPP10648 Explains the key product benefits, including detailed information about Vitality Explains our new product features and benefits An adviser sales aid explaining the difference between the PruProtect Plan and the PruProtect Essentials Plan Choosesection

  7. Doing business with us and general product documents Literature Fast facts sales aid Terms of business Suitability letter text PRUPM10221 PDF Word document An adviser sales aid explaining the difference between the PruProtect Plan and the PruProtect Essentials Plan Details of PruProtect’s terms of business Sample text that you can copy and paste into your own client letters Choosesection

  8. Doing business with us and general product documents Online tools Mobile Zone Mobile Zone user guide PruProtect quote software PruProtect quote software Web page PDF Web page Web page Use the Mobile Zone from your mobile to get quick protection quotes and check your pipeline status while on the move This guide includes frequently asked questions about the Mobile Zone If you need to produce quotes offline download our quote software (version 2.0 16.5) If you need to produce quotes offline download our quote software (version 2.0 16.5) Choosesection

  9. Doing business with us and general product documents Online tools PruProtect quote software installation guide A step-by-step guide of how to install the PruProtect quote software

  10. Doing business with us and general product documents Forms Personal protection application form Agency assessment and application Access to PruProtect information PRUPT10837 PDF PDF All in one application and data capture form for PruProtect and PruProtect Essentials products Register your business to sell PruProtect Used to provide your company with access to secure information online and to help verify people calling from your business Choosesection

  11. Policy documents Plan Provisions PruProtect Plan Provisions - all benefits Essentials Plan Provisions - All benefits PruProtect Plan Provisions - Life Cover PRUPT10770 PRUPT10772 PRUPT10771 Full product terms and conditions for the PruProtect Plan Full product terms and conditions for the Essentials Plan Full Life Cover only terms and conditions for the PruProtect Plan Choosesection

  12. Policy documents Plan Provisions Essentials Plan Provisions - Life Cover PruProtect Plan Provisions - Unemployment Cover Policy Document - Health Cover PRUPT10773 PRUPK11009 PRUPT10768 Full Life Cover product terms and conditions for the Essentials Plan Full Unemployment Cover product terms and conditions for the PruProtect Plan Full Health Cover product terms and conditions for the PruProtect Plan Choosesection

  13. Policy documents Key facts PruProtect Plan Summary - All benefits Essentials Plan Summary - All benefits PruProtect Plan Summary - Life Cover only PRUPT10774 PRUPT10776 PRUPT10775 Summary of product terms and conditions for the PruProtect Plan Summary of terms and conditions for the Essentials Plan Summary of Life Cover only terms and conditions for the PruProtect Plan Choosesection

  14. Policy documents Key facts Essentials Plan Summary - Life Cover only PruProtect Plan Policy Summary - Unemployment Cover PruProtect Plan Policy Summary - Health Cover PRUPT10777 PRUPK11008 PRUPT10769 Summary of Life Cover only terms and conditions for the Essentials Plan Summary of Unemployment Cover terms and conditions for the PruProtect Plan Summary of Health Cover product terms and conditions for the PruProtect Plan Choosesection

  15. Serious Illness Cover Customer facing literature Conditions Covered drop down sales aid Overview of PruProtect brochure Minimum Protected Account flyer PRUPS10029 PRUPB10720 PRUPB10561 Shows how our Serious Illness Cover covers more conditions compared to traditional Critical Illness covers Explains the key product benefits, including detailed information about Vitality Explains how our Minimum Protected Account option works, in addition to Protected Life Cover Choosesection

  16. Serious Illness Cover Customer facing literature Severity payments sales aid Optional Serious Illness Cover for Children - client sales aid Minimum Protected Account flyer PRUPM10269 PRUPM10821B PRUPB10561 Explains how severity based payments work A client facing sales aid that shows how your client can insure their children against serious illnesses Explains how our Minimum Protected Account option works, in addition to Protected Life Cover Choosesection

  17. Serious Illness Cover Adviser facing literature Introducing the Essentials Plan Competitor Comparison sales aid Comparing our Serious Illness Cover on features PRUPP10648 PRUPM10285 PRUPM10884 An adviser sales aid explaining the difference between the PruProtect Plan and the PruProtect Essentials Plan Highlighting PruProtect’s unique conditions covered compared to other critical illness policies Reasons to recommend PruProtect’s Serious Illness Cover Choosesection

  18. Serious Illness Cover Adviser facing literature Optional Serious Illness Cover for Children adviser sales aid PruProtect SIC vs traditional CIC sales aid Evolution of Critical Serious Illness Cover sales aid PRUPM10821A PRUPM10717 PDF An adviser facing sales aid that shows how your client can insure their children against serious illnesses Explaining the benefits of PruProtect's Serious Illness Cover compared to traditional Critical Illness Cover This sales aid explains how the world and critical illness needs are changing, and why advisers should recommend PruProtect Choosesection

  19. Serious Illness Cover Case studies Angioplasty case study Prostate cancer case study Title PDF PDF Catcode How PruProtect's Income Protection Cover and Serious Illness Cover can make a difference to your client's life How PruProtect's Serious Illness Cover can make a difference to your client's life Body text Choosesection

  20. Serious Illness Cover Online tools Conditions covered tool Severity explained demo Minimum Protect Account demo Web page Web page Web page Interactive tool that shows how our Serious Illness Cover covers more conditions compared to traditional Critical Illness covers Explains how severity based payments work Explains how our Minimum Protected Account option works using a case study Choosesection

  21. Serious Illness Cover Marketing tools Poster template - Serious Illness Cover Letter templates - Serious Illness Cover Email templates - Serious Illness Cover PRUPB10726_SIC Word document Word document A3 poster which you can customise with your contact details Acquisition and anniversary letter templates that can be used for mail merges Acquisition and anniversary email templates that can be used for email campaigns Choosesection

  22. Serious Illness Cover Plan Provisions PruProtect Plan Provisions - all benefits Essentials Plan Provisions - All benefits PRUPT10770 PRUPT10772 Full product terms and conditions for the PruProtect Plan Full product terms and conditions for the Essentials Plan Choosesection

  23. Serious Illness Cover Key facts PruProtect Plan Summary - All benefits Essentials Plan Summary - All benefits PRUPT10774 PRUPT10776 Summary of product terms and conditions for the PruProtect Plan Summary of product terms and conditions for the Essentials Plan Choosesection

  24. Life Cover Product literature Overview of PruProtect brochure Fast facts sales aid Life Cover for people with HIV PRUPB10720 PRUPM10221 PDF Explains the key product benefits, including detailed information about Vitality An adviser sales aid explaining the difference between the PruProtect Plan and the PruProtect Essentials Plan Find out more about our new Life Cover for people living with HIV Choosesection

  25. Life Cover Plan Provisions PruProtect Plan Provisions - all benefits Essentials Plan Provisions - All benefits PruProtect Plan Provisions - Life Cover PRUPT10770 PRUPT10772 PRUPT10771 Full product terms and conditions for the PruProtect Plan Full product terms and conditions for the Essentials Plan Full Life Cover only product terms and conditions for the PruProtect Plan Choosesection

  26. Life Cover Plan Provisions Essentials Plan Provisions - Life Cover PRUPT10773 Full Life Cover only product terms and conditions for the Essentials Plan Choosesection

  27. Life Cover Key facts PruProtect Plan Summary - All benefits Essentials Plan Summary - All benefits PruProtect Plan Summary - Life Cover only PRUPT10774 PRUPT10776 PRUPT10775 Summary of product terms and conditions for the PruProtect Plan Summary of product terms and conditions for the Essentials Plan Summary of Life Cover only terms and conditions for the PruProtect Plan Choosesection

  28. Life Cover Key facts Essentials Plan Summary - Life Cover only PRUPT10777 Summary of Life Cover only terms and conditions for the Essentials Plan Choosesection

  29. Income Protection Cover Customer facing literature Overview of PruProtect Income Protection Cover brochure Income Protection Cover sales aid PRUPB10720 PRUPB10522 PRUPB10530 Explains the key product benefits, including detailed information about Vitality Introducing our new Income Protection Cover for use with clients Introducing our Income Protection Cover, including a competitor comparison Choosesection

  30. Income Protection Cover Adviser facing literature Income Protection Competitor Comparison PDF Shows how our Income Protection compares to other Income Protection policies Choosesection

  31. Income Protection Cover Online tools Income Protection calculator Income Protection calculator Excel document Excel document Use our simple calculator to show your clients the impact that a serious illness or injury could have on their monthly income Use our simple calculator to show your clients the impact that a serious illness or injury could have on their monthly income Choosesection

  32. Income Protection Cover Marketing tools Poster template - Income Protection Cover Letter templates - Income Protection Cover Email templates - Income Protection Cover PRUPB10726_IP Word document Word document A3 poster which you can customise with your contact details Acquisition and anniversary letter templates that can be used for mail merges Acquisition and anniversary email templates that can be used for email campaigns Choosesection

  33. Income Protection Cover Case studies Angioplasty case study Title Title PDF Catcode Catcode How PruProtect's Income Protection and Serious Illness Cover can make a difference to your client's life Body text Body text Choosesection

  34. Income Protection Cover Plan Provisions PruProtect Plan Provisions - all benefits Essentials Plan Provisions - All benefits PRUPT10770 PRUPT10772 Full product terms and conditions for the PruProtect Plan Full product terms and conditions for the Essentials Plan Choosesection

  35. Income Protection Cover Key facts PruProtect Plan Summary - All benefits Essentials Plan Summary - All benefits PRUPT10774 PRUPT10776 Summary of product terms and conditions for the PruProtect Plan Summary of product terms and conditions for the Essentials Plan Choosesection

  36. Additional benefits and options Health Cover client facing literature Health Cover brochure Heart and Cancer sales aid Health Cover fact find form PRUPM10781 PRUPM10822 PRUPM10812B Introducing the new Health Cover and Health Cover Optimiser benefits for your clients Introducing the benefits of Heart and Cancer Cover to your clients This form can be used alongside the Health Cover Fact Find sales aid to establish your clients needs and diarise their policy renewal date Choosesection

  37. Additional benefits and options Health Cover client facing literature Health Cover Optimiser case study Hospital list Interactive hospital finder tool PRUPM10810 PRUPM10788 Web page This case study aims to highlight the benefits of Health Cover Optimiser and how it could help your clients List of hospitals available to Health Cover clients Interactive guide to locate hospitals available to Health Cover clients Choosesection

  38. Additional benefits and options Health Cover adviser facing literature Health Cover adviser brochure Adviser guide to Private Medical Insurance Health Cover benefits wheel sales aid PRUPM10784 PRUPM10786 PRUPM10811 Adviser guide to Health Cover and Health Cover Optimiser benefits Introduction to Private Medical Insurance for advisers This sales aid highlights the key benefits of a healthcare policy and how it could provide the funds your clients need to get the best possible treatments Choosesection

  39. Additional benefits and options Health Cover adviser facing literature Health Cover fact find Health Cover overview sales aid PRUPM10812A PRUPM10809 This sales aid helps you to position Health Cover to your client based on a series of questions. It also indicates which literature will help you along the way Key benefits of Health Cover and the Health Cover Optimiser. It highlights savings for your clients and the potential to increase your commission Choosesection

  40. Additional benefits and options Health Cover Policy documents Policy Document - Health Cover Policy Summary - Health Cover PRUPT10768 PRUPT10769 Full Health Cover product terms and conditions Summary of Health Cover product terms and conditions for the PruProtect Plan Choosesection

  41. Additional benefits and options Health Cover marketing tools Email templates - Health Cover Email templates - Heart and Cancer Letter templates - Health Cover Word document Word document Word document Acquisition email templates that can be used for email campaigns Acquisition email templates that can be used for email campaigns Acquisition letter templates that can be used for mail merges Choosesection

  42. Additional benefits and options Health Cover marketing tools Poster template - Health Cover Poster template - Heart and Cancer PRUPB10726_HC PRUPM10838 A3 poster which you can customise with your contact details A3 poster for Heart and Cancer Choosesection

  43. Additional options and benefits Additional options - client facing Family Income Cover sales aid Education Cover sales aid Whole of Life Cover sales aid PRUPM10931 PRUPB10917 PRUPS10930 This customer facing sales aid explains the importance of Family Income Cover This customer facing sales aid explains the importance of Education Cover, cover aimed at parents with school or university age children This customer facing sales aid explains the importance of Whole of Life Cover Choosesection

  44. Additional options and benefits Additional options - client facing Accelerator Cover sales aid Unemployment Cover sales aid Indexation client sales aid PRUPM10932 PDF PRUPM10878 This customer facing sales aid explains the benefits of the accelerator, for clients on a budget that don't want to compromise on cover Find out more about the need for Unemployment Cover and why you should recommend PruProtect A client facing sales aid allowing advisers to explain the benefits of indexation. Indexation allows your clients to increase their cover each year, without further underwriting. Choosesection

  45. Additional options and benefits Additional options - adviser facing Education Education Cover adviser sales aid Whole of Life Cover - crib sheet Education Cover - crib sheet PRUPB10918 PDF PDF This adviser facing sales aid explains the importance of Education Cover, cover aimed at parents with school or university age children A summary of the reasons why advisers and clients should choose PruProtect's Whole of Life Cover A summary of the reasons why advisers and clients should choose Education Cover. Choosesection

  46. Additional options and benefits Additional options - adviser facing Family Family Income Cover - crib sheet Indexation adviser sales aid Indexation adviser sales aid PDF PRUPM10878 PRUPM10878 A summary of the reasons why advisers and clients should choose Family Income Cover. An adviser facing sales aid showing how indexation allows your clients to increase their cover each year, without further underwriting. An adviser facing sales aid showing how indexation allows your clients to increase their cover each year, without further underwriting. Choosesection

  47. Vitality Customer facing literature Overview of PruProtect brochure Vitality sales aid Vitality member discounts PRUPB10720 PRUPM10918 PDF Explains the key product benefits, including detailed information about Vitality Explains the features of the Vitality Core and Vitality Plus programmes Highlighting the benefits of being a Vitality or Vitality Plus member Choosesection

  48. Vitality Customer facing literature Vitality activities and points table PDF Shows the various activities that could help earn Vitality points Choosesection

  49. Marketing tools Broker facing tools Marketing guide PDF Step by step guide to help you effectively run your own marketing campaigns Choosesection

  50. Marketing tools Customer facing tools Direct mail brochure - Income Protection Cover Money Manager tool Direct mail brochure - Income Protection Cover PRUPB10522 Web page PRUPB10522 Brochure which can be used together with our letter templates See just how much your client spends and show them how much they could put towards a protection policy Brochure which can be used together with our letter templates Choosesection

More Related