Shepherds spares IFAs 'embarassing' calls

The mutual insurer says the move should help stem declining sales which it says are caused when consumers believe insurers try to avoid claims because of medical conditions. It also says in adopting tele-interviewing, it is “freeing the adviser from the arduous and embarrassing task of collecting medical information”. Clients are interviewed over the phone by staff with MorganAsh, a firm which collects "independent intelligent information" on applicants for life and health insurance. Shepherds says the move is part of its drive to establish a presence in the IFA sector. Geoff Spencer, m...