We’re giving you 3 months free access
to generate bespoke reports for clients
during the busiest months for remortgages
Provide a simple way for clients to view what their protection risks are if they do not have cover in place with custom branded risk reports.
Easily engage your customers in the protection journey
Kickstart protection conversations quickly and easily
Reports are available for: mortgage, re-mortgage, self-employed, rental, income shortfall and risk realities
PreQuo Risk Reports allow you to quickly and easily kickstart protection conversations with your clients. Simply, enter basic client information and PreQuo will generate a bespoke report highlighting your client’s risks if they do not have protection in place.
With remortgaging due to be at an all-time high over the next few months, PreQuo Risk Reports helps you engage your clients in the protection journey. You’ll have free access to our Remortgage, Self-employed and Life & CIC Risk Reports until the end of February 2022.
The Stamp Duty Holiday caused a boom in the mortgage market. However, protection sales didn’t follow like we’d expect. PreQuo Risk Reports can help kickstart your clients thinking about protection and help reduce your protection sales gap.
Only 29% of advisers who attended our webinar, said they had seen an increase in their protection sales since the start of the Stamp Duty Holiday.