The Income Protection Task Force (IPTF) has released the first instalment of its 7 Claims Stories series, titled ‘Guiding a Client Through a Storm.’
This story showcases the essential role advisers play when clients make claims on their income protection policies.
The video depicts a real-life situation where Zuzanna Ritter, adviser from Smart Choice Financial Services, helped her client navigate the claims process with Cirencester Friendly, overcoming a language barrier to secure a successful outcome.
Phil Deacon, project lead, said: “Advisers are instrumental in ensuring clients fully understand their policies and feel supported during challenging times.
“This video aims to illustrate just how crucial their role is in delivering positive outcomes for claimants.”
Rob Higgins, senior claims manager at Cirencester Friendly is also featured in the video, which is available on the IPTF website, YouTube, and social media platforms.
