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Sales Support Material

“Contingent Liability Briefcase”. Sanlam Business Market. Sales Support Material. Sanlam Business Market. “Contingent Liability Briefcase”. Sanlam Business Market.

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Sales Support Material

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  1. “Contingent Liability Briefcase” Sanlam Business Market Sales Support Material Sanlam Business Market

  2. “Contingent Liability Briefcase” Sanlam Business Market This presentation gives you an overview of the support material that is available to assist you in solving your business owner client’s contingent liability problem. The support material is available in English and Afrikaans and can be downloaded from the Contingent Liability briefcase or Sanport. Sales Support Material Sanlam Business Market

  3. The 1-2-3 of Business

  4. Contingent LiabilitySales Support Material • Why contingent liability first? • Risk mitigating questionnaire • Marketing one-pager • Contingent liability podcast & articles • Business insurance technical guide • Financial underwriting guideline • Financial underwriting questionnaire • Surety on the financial statement • Legal flash facts

  5. Contingent LiabilitySales Support – Why Contingent Liability First? • Business insurance needs are prioritized according to the ARTC (Allegiance Risk Type Classification) • The prioritization process is explained in detail • Impact on various stakeholders in the business is also explained. • This information is also contained in the 1-2-3 of Business report

  6. Contingent LiabilitySales Support – Risk Mitigating Questionnaire • This simple one-pager surfaces the business insurance needs of your business owner clients • Contingent liability • Buy & sell • Key person • Retirement provision (including employees) • Employee benefits • Personal will • Estate analysis

  7. Contingent LiabilitySales Support – Marketing one-pager This marketing one-pager highlights the contingent liability need, problem and solution. It is a concise document that can be sent to a client should they be looking for more information about this need.

  8. Contingent LiabilitySales Support – Business Insurance Technical Guide • Technical detail on each need • Tax implications (calculation) • Structure & example • 1-2-3 of Business • Needs vs Benefits matrix • Financial underwriting • Valuation methods • Requirements for start-ups • Support & contact details

  9. Business Insurance Technical GuideContingent Liability Example

  10. Business Insurance Technical GuideBenefits vs Business Insurance Needs Matrix

  11. Contingent LiabilitySales Support – Financial Underwriting Guide

  12. Contingent LiabilitySales Support – Financial Underwriting Questionnaire

  13. Contingent LiabilitySales Support – Surety on the Financial Statement

  14. Contingent LiabilitySales Support - Legal Flash Facts

  15. The 1-2-3 of Business

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