If you would prefer, you can use our mailing services. We have our own dedicated mailing team, who deal with hundreds of mailings for our accountancy clients each year. You maintain control, however we do the work, for no extra cost. More specifically:
In addition if you would like we can collect the premium for you. This option is available regardless of whether you have used our mailing service, very simply:
We can also undertake email campaigns or ‘hybrid’ campaigns on your behalf, an approach which has been increasingly popular with our clients and includes the following features:
We can also manage printed mail campaigns on your behalf — a method that work particularly well with clients less responsive to digital communications. This approach includes the following features:
Our online Claims Portal enables you to make, manage and view your claims at the touch of a button. In addition, your dedicated claims handler will be on hand to assist you with expert advice and guidance as often or as little as required. Whilst our online portal allows quick and efficient administration of claims, we will still pick up the phone whenever we can to talk you through the claims process and how the Policy will react.
We can design and administer email campaigns that encourage your client to purchase or renew their Tax Fee Protection electronically. Our marketing administrators can distribute pre-awareness campaigns and use analytics to target reminders in order to achieve maximum take up of the protection. Campaigns can be interchanged with physical mailings in order to ensure everyone is covered.
Our unique Webshops enable your clients to purchase cover directly online via your own ‘white labelled’ Webshop. We will collect payment and forward any practice commission to you, reducing your practice and client administration. Policy documents can be automatically generated for the client, and renewals can be handled directly by us, subject to your approval.
Plain English Policy, continuously updated to ensure that it reacts to the latest HMRC threat.
Access to the most experienced claims handlers in the industry, with the broadest claims handling authorities.
Access to our best telephone advisors for all clients, and more in-depth consultancy support, at competitive rates as and when you need it. Plus, access to Tolley Topical Tax Updates and regular technical updates and Q&As.
We offer bespoke marketing support and guidance, including email and hard copy mail services, as well as premium or fee collection solutions. Our comprehensive range of digital tools enables your clients to easily purchase protection.
A range of digital solutions that allow your clients to purchase protection and allow you to manage your scheme, administer premiums and make claims.
Access to our business support helpline, plus discounted rates on more in-depth support, including contract and handbook reviews, Health & Safety and Fire Risk Assessments.
Contact a member of our team today.
