"Every customer requires a good outcome, not simply from the products we can arrange ourselves."
- Martin Swann - Try Financial
Try Financial Ltd, the parent company of Try Mortgage Network and The Deal Club, has today announced a new partnership with The Insurance Surgery (TIS), aiming to help customers with complex circumstances receive access to protection.
Try Financial says that the partnership has been created around a simple principle that sits at the heart of its philosophy: “Every customer deserves the right outcome, even when that requires specialist expertise beyond our own everyday proposition.”
The partnership will focus on clients who present with more complex circumstances, including serious medical conditions, hazardous occupations, previous insurance declines or specialist underwriting requirements. Historically, these clients often faced uncertainty, multiple declines or the prospect of starting their search again elsewhere.
Through the new partnership, customers will instead remain within the Try Financial ecosystem, where they are introduced to The Insurance Surgery's specialist advisers.
Try Financial adds that the partnership is also a step in its strategy of removing friction from customers’ financial journeys.
Using the integrated referral functionality within One Mortgage System (OMS), advisers can now refer appropriate protection cases without re-keying client information. Customers are typically contacted within ten minutes and are allocated a specialist adviser.
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"At Try Financial, we believe our responsibility doesn't end where our own expertise ends," Martin Swann, sales and managing director at Try Financial, said. "Every customer requires a good outcome, not simply from the products we can arrange ourselves.
"Most protection cases are placed successfully through Paradigm Protect every single day, but occasionally a client needs genuine specialist expertise. Until now, those customers often faced unnecessary barriers and uncertainty.
"By welcoming The Insurance Surgery into our business ecosystem, we've removed another point of friction from the customer journey. Our advisers no longer have to tell clients 'there's nothing more we can do.' Instead, we can introduce them confidently to specialists who dedicate significant time and expertise to securing protection that many people believed wasn't possible.
"That's exactly what our model is designed to do: ensure no customer falls through the gaps."
"We're delighted to become part of the Try Financial ecosystem," Charlotte Harding, business partnerships manager at The Insurance Surgery, added. "Every day, we help people who have been told 'no' because of medical conditions, complex occupations or previous insurance declines.
"Our advisers dedicate an average of 40 hours to every referred client, searching the market to secure fair and affordable protection wherever possible. We look forward to supporting Try Financial's advisers and helping even more customers achieve positive outcomes."
