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PruProtect Marketing literature and tools guide (View as a slideshow)

PruProtect Marketing literature and tools guide (View as a slideshow). For internal use only. Not for use with advisers. Finding the literature you need. Key to navigation and icons . Subsection title. Go to relevant subsection Back to home or last menu See more literature in this category

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PruProtect Marketing literature and tools guide (View as a slideshow)

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  1. PruProtect Marketing literature and tools guide(View as a slideshow) For internal use only. Not for use with advisers V1.2 10/2009

  2. Finding the literature you need Key to navigation and icons Subsection title • Go to relevant subsection • Back to home or last menu • See more literature in this category • Printed literature available (click icon to open literature request form) • PDF available online www.pruprotect.co.uk/adviser/adviserZone.htm(click icon to go to correct page) • Link to online content • Not available to order • Popular items X

  3. What’s the purpose of this guide? • 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 • which literature can help you to overcome common objections • which literature we recommend you leave with the broker to look through after your first meeting • It includes a summary of the process and lead times for ordering literature. 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. Literature available Where should we start? Work with us Trust literature General forms General product documents Serious Illness Cover Marketing support Income Protection Cover Online tools Vitality Recommended packs New client journey Application tools How to order literature Underwriting and claims

  5. Literature available Work with us How to do business with PruProtectPRUPM10281 04/2009 A5 brochure 10 pages, available as hard copy and PDF. See how easy it is to do business with us. Overcome common objections that it’s too difficult to learn the new processes of a new provider. Access to PruProtect information formPRUHF0005 PDF available online. An application form for advisers to access secure Information. This form allows us to verify the identity of people calling PruProtect regarding your business. It also allows PruProtect to provide elected advisers and employees of your company access to secure information online. Terms of Business PRUHM18732 02/2009 PDF available online. Details of terms of business for advisers selling PH and PP products.

  6. Literature available Work with us Quote demo Online only Short demo showing you how simple it is to get a quote from our website. PruProtect Quote Software Available to download online. A program that enables you to produce quotes offline. Pru Quote Installation guide PRUPT10023 02/2009 PDF available online. A step-by-step guide on how to install the PruProtect Quote Software.

  7. Literature available Work with us Agency assessment form PRUPF10080 05/2009 PDF available online. Register your business to sell PruProtect. This assessment form helps us to understand your business and its clients to help provide the best service possible.

  8. Literature available General product documents Plan ProvisionsPRUPT10512 04/2009 A4 112 pages, available as hard copy and PDF. This document contains full product terms and conditions. This document is provided to all new policyholders. This document is included in the Welcome pack. Policy Summary PRUPK10519 04/2009 A4 16 pages, available as hard copy and PDF. This document is a summary of the product terms and conditions and is provided to all new policyholders. This document is included in the Welcome pack. Application and data capture form PRUPT10520 04/2009 A4 35 pages, available as hard copy and PDF. All-in-one application form for our Serious Illness Cover, Life Cover and Income Protection Cover.

  9. Literature available General product documents Product overview 4 stepPRUPM10222 04/2009 PDF available online. Learn the basics of PruProtect in 4 simple steps. This overview is also included within the PruProtect overview brochure (PRUPB10446). Fast facts PRUPM10221 04/2009 A4 fact sheet 1 page available as hard copy and PDF. Use this sales aid to summarise the minimum and maximum age, term and sum assured for each of our products and options. Overview of PruProtect - client brochure PRUPB10446 04/2009 (Also listed under ‘Vitality section’) A5 28 pages available as hard copy and PDF. This is our all in one brochure that can be used to explain the key product benefits of PruProtect, including detailed information about Vitality.

  10. Literature available General product documents Suitability letter text PRUPM10208 11/2008 Word document available online. This document provides sample text that you can copy and paste into your own client letters. It can be used to highlight reasons for clients to choose PruProtect. Life Cover for people with HIV PRUPB10517 04/2009 PDF available online. Find out more about our innovative Life Cover for people living with HIV. It also outlines the qualifying criteria and the application process.

  11. Literature available Serious Illness Cover Serious Illness Cover conditions covered drop-down sales aid PRUPS10029 04/2009 Square brochure 6 pages, available as hard copy and PDF. Use it to show advisers that PruProtect covers 154 illnesses compared to traditional Critical Illness Cover which averages 27. It is suggested that advisers use this tool with Clients to emphasise how comprehensive PruProtect Serious Illness Cover is. Severity payments PRUPM10269 04/2009 A4 1 page, A4, double sided available as hard copy and PDF. Use it to explain how our severity based payments work. It also explains that each condition is rated a severity and this is outlined upfront in the Plan Provisions – so there are no surprises when clients come to claim. Serious Illness Cover competitor comparisonPRUPM10285 09/2009 A4 1 page, A4, double sided available as hard copy and PDF. Can be used to encourage advisers to learn about PruProtect – because it offers so much more than the competition.

  12. Literature available Updated Serious Illness Cover Minimum Protected Account flyer PRUPM10410c 11/2008 A4 1 page, available as hard copy and PDF. Explains how the Minimum Protected Account option works and its benefits, in addition to Protected Life Cover. Minimum Protected Account online demo Online only Explains how the Minimum Protected Account option works using a case study.

  13. Literature available Updated Income Protection Cover Income Protection Cover - broker brochure PRUPB10529 06/2009 A5 6 pages, available as hard copy and PDF. Use it to introduce our new 5-star Income Protection Cover to your advisers. It also includes a competitor comparison chart. Income Protection Cover - client brochure PRUPB10522 06/2009 A5 12 pages, available as hard copy and PDF. Advisers can use this comprehensive brochure to introduce our new 5 star Income Protection Cover to their clients. It can be used to explain why Income Protection is so important plus a comparison between primary and comrehensive cover. Why sell Income Protection? PRUPB10588 09/2009 Square brochure available as hard copy and PDF. This adviser facing sales aid provides reasons why Income Protection should be at the top of their list.

  14. Literature available Updated Income Protection Cover Income Protection calculator Online only Use our simple calculator to show clients the impact that a serious illness or injury could have on their monthly income.

  15. Literature available Vitality Overview of PruProtect - client brochure PRUPB10446 09/2009 (Also listed under ‘general product documents’ section) A5 28 pages, available as hard copy and PDF. This is our all in one brochure that can be used to explain the key product benefits of PruProtect, including detailed information about Vitality. Case study: Build Vitality status and reduce premium PRUPB10588 08/2009 A4 2 pages, available as PDF. Raises awareness of how clients can build their status and be rewarded with reduced premiums by engaging in Vitality. Case study: Vitality Quality Index PRUPB10588 08/2009 A4 1 page, available as PDF. Illustrates the commission that brokers could earn through our products as well as the potential to earn further commission when their clients engage in Vitality.

  16. Literature available Vitality Vitality commision booster PRUPB10531 A5 1 page, 3-fold sheet. Available as hard copy and PDF. A brochure showing how it is possible to boost commission by up to 15% with our intermediary incentive Quality Index. Case studies: How to reach Silver, Gold and Platinum status PRUPM10410 11/2008 PDF available online. Real examples of PruProtect staff members to demonstrate how clients can reach Silver, Gold and Platinum status and also the rewards that they can get. Vitality activities and points table PRUHM16943 08/2008 PDF available online. Shows the various activities that could help earn Vitality points. This is useful to show to clients when explaining about vitality. This table is also included in the Overview of PruProtect - client brochure PRUPB10446 .

  17. Literature available Vitality Vitality 2010 changes for advisers PRUPM10612 PDF available online. A detailed look at the PruProtect Vitality 2010 changes effective from April 2010. Gym locator Online only Our Vitality programme with Lite Rewards offers members subsidised gym membership. Use our gym locator tool to find your closest gym. • Vitality demos • Online only • Watch our selection of demos to find out how to get the most out of the Member Zone and learn about how Vitality can help increase your rewards • What is Vitality? • Online Vitality Members demos

  18. Literature available Application tools Application and data capture form PRUPT10520 04/2009 A4 35 pages, available as hard copy and PDF. All-in-one application form for our Serious Illness Cover, Life Cover and Income Protection Cover. Supplementary Health Questionnaire PRUPT10023 02/2009 PDF available online. Used when a client wishes to add, remove, increase or decrease a benefit on their existing Plan Re-instatement Application Form PRUPG10040 02/2009 PDF available online. Used when a client wishes to re-instate a Plan. A hard copy of this form is sent to a client when they

  19. Literature available Underwriting and claims Online Underwriting Client Brochure PRUPG10062 04/2009 A5 12 pages, available as hard copy and PDF. Outline for clients of the application process, terms of agreement, and how PruProtect will use their personal data. This is sent to clients after an application has been accepted Womens dress size to waist conversion chart PDF available online. Use this chart to estimate waist size from conventional woman's clothing size. This can be used to determine whether PruProtect products are suitable for individual clients. Making a claim - information required PDF available online. Outlines the additional information we may require from those making a claim This is sent to a client once they have made a claims enquiry.

  20. Literature available Underwriting and claims Our approach to claims PDF available online. This PDF gives an overview of our fairer approach to paying claims, including the claims experience from our parent company, Discovery Life.

  21. Trust literature Trust literature PDF available online. • A guide to trusts: Guide to help understand the purpose and benefits of putting client’s plan in trust. • Deed of appointment of additional trustee(s): This deed may be used to appoint additional trustee(s). • Discretionary Trust for use with a PruProtect Plan: For use with a PruProtect Plan providing life cover.

  22. Literature available General forms

  23. Literature available Marketing support Marketing guide PRUPM10331 04/2009 PDF available online. Step by step guide to help you effectively run your own marketing campaigns. How refreshing brochure PRUPM10333_refreshing 04/2009 A5 6 pages, available as hard copy and PDF. Advisers can use this to mail their new and existing clients to tell them about the benefits of PruProtect. This brochure focuses on the cover and product features. Very rewarding brochure PRUPM10333_rewarding 04/2009 A5 6 pages, available as hard copy and PDF. Brochure that is useful for advisers’ mailings or annual review letters. Focuses on the Vitality programme and benefits for clients.

  24. Literature available Marketing support Acquisition and policy review letters and emails Word document templates available online. Acquisition and policy review letter and email templates that can be personalised with Broker’s letterhead, client contact details and personal greetings and are suitable for mail merges. These documents highlight reasons to make PruProtect first choice for cover and can be used for direct contact with clients. There are four different versions of the letters and emails available.

  25. Online tools • Vitality demos • Online only • Watch our selection of demos to find out how to get the most out of the Member Zone and learn about how Vitality can help increase your rewards • What is Vitality? • Online Vitality Members demos Gym locator Online only Our Vitality programme with Lite Rewards offers members subsidised gym membership. Use our gym locator tool to find your closest gym. Minimum Protected Account online demo Online only Explains how the Minimum Protected Account option works using a case study.

  26. Online tools Income Protection calculator Online only Use our simple calculator to show clients the impact that a serious illness or injury could have on their monthly income. Quote demo Online only Short demo showing you how simple it is to get a quote from our website.

  27. Recommended pack to leave with the broker When talking about Serious Illness Cover… Conditions covered sales aid SIC competitor comparison Product and Vitality brochure When talking about Income Protection Cover… Income Protection broker brochure Income Protection client brochure Product and Vitality brochure

  28. How to order literature New client journey

  29. How to order literature The literature request process Go to pruprotect.co.uk and click the ‘advisers’ button Click on the ‘Literature and tools’ icon Select one of the sections You can find the literature order form in the right column Complete and email the form to: ppliteraturerequest@pruprotect.co.uk Remember to send in your requests at least a week before you need the literature. Requests sent before 2pm are processed same day and will be delivered within 5 working days. Requests sent after 2pm are processed the next day.

  30. How to order literature The Literature request form • There are constant updates and new items added to the literature library. You should check regularly that you have the most up-to-date version of the literature request form to ensure that you are aware of the available literature. • Updates to literature are announced in the weekly Marketing communication email. • The Adviser zone has the most up-to-date version of the form. Remember to fill out all of the information within section 1 so that your order can be processed as quickly as possible. If you do have an agency code please include this information. • Orders are processed faster when quantities are kept within the limits. For items that you are not requesting leave the quantity box blank. Please note that litertature is reqularly updated so we ask that you order only the quantities that you require to ensure that you are not left with surplus amounts of out-of-date stock.

  31. PruProtect literature and tools guide If you have any questions please direct them to either your Account Manager or to the ppliteraturerequest@pruprotect.co.ukmail box. For internal use only. Not for use with advisers

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