Mark Bates Ltd has championed the importance of a strong dealer relationship when working with its insurance network.
Speaking exclusively to Access and Mobility Professional, Greg Morris, engagement manager at the firm, said he sees the dealers as an extension of the business.
Commenting on how the company makes sure the right insurance product is offered, Morris explained: “At this current time we have 7 Sales and Training Executives that travel the width and breadth of the country visiting our Appointed Representatives to make sure they are fully equipped to provide all the required information to any customers seeking insurance.
“We have always believed our dealers to be an extension of us and that is why it is so important we conduct regular visits; whether this be to carry out refresher training or just a quick chat and a cuppa.”
Adding: “Mark Bates Ltd have also recently launched the Business Dashboard (dealer portal) which allows our Appointed Representatives to process policies in real time and the customer to be covered as soon as they leave the shop; this provides the customer the peace of mind that they are covered from day 1.”