The Cancellation Process – A look at how we can improve things for the customer

Part of our Consumer Duty Toolkit session series. A practical, confidence building toolkit session with useful takeaways.

Ever faced a tricky cancellation that left you wondering what to do? Join our webinar for advice on handling cancellations smoothly and professionally.

Firms have examined their Customer Journeys as part of their Consumer Duty work and many have made great improvements, reviewed their fees, increased transparency and made things clearer for the customer.

In this session, we will take a closer look at the FCA’s rules and expectations and also look at some good practice.

It is important that firms can demonstrate the changes made. Cancellations is an area that can give rise to complaints if customers do not understand the consequences; costs, etc.

In this session we will also look at the Root Cause of Cancellations and how this information can help the business. It will also explore at the FCA outcomes and how we can improve this part of the customer journey.

Who should attend:

All those who are responsible for the implementation of the Consumer Duty, Sales, Customer Services, Senior Managers, Risk, Compliance, Training, Quality Assurance etc. This session will mainly focus on personal lines but will also be relevant for those selling Commercial insurance.

Presented by Linda Catterall and some of the team from Create Solutions.

Cost: £29 plus vat per person / £39 plus vat for non clients

To book: email Deborah@createsolutions.co.uk or phone 0161 870 6637. Zoom details will be sent in advance of the session.

 

  • 00

    days

  • 00

    hours

  • 00

    minutes

  • 00

    seconds

Date

Nov 08 2024

Time

10:00 am - 11:00 pm
Category