How to… move a scheme
They key to any successful scheme is working closely with the broker to understand what is needed to make the partnership profitable for both parties.
The first question any insurer will ask if they are offered a scheme partnership is – why is it moving and why us? Full disclosure here is critical, even if there are issues for which the broker is culpable as any surprises later in the process only serve to undermine a successful transfer.
Certain things, such as poor levels of service from the
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