There are four different types of Non-Advised (Service) version. Please ensure that you state how many of each version you require in the comments part of the order form to avoid any delay processing your order.
- Admin
These staff will be involved in the administration AND performance of a contract. For example if a customer calls in to change the vehicle in the policy.
- Claims
These staff (typically service staff) will only deal with the claims aspects, and do not get involved in selling policies to customers.
- Introducers
These staff will not get involved in any selling activities. They will be actively introducing (providing customers' contact details) to another company (this is still a regulated activity!).
- Non Advised (Concluded or Not Concluded)
This route applies to a member of staff who only gives information out on a policy, makes no recommendation as to what the customer should or should not do, but does provide the customer with the cover of 'their choice' on the day.
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