Tele-interviewing

Client testimonials

  • “With MorganAsh tele-interviewing all clients, we are freeing the adviser from the arduous and embarrassing task of collecting medical information. With our product they can focus on the product and financial advice. Advisers and networks are becoming increasingly aware of their exposed liability to their clients in having to undertake the medical interviews. We consider this old model unsustainable within the Treating Customers Fairly environment.”

    — Geoff Spencer, managing director, Shepherds Friendly Society

  • “I would comment that I am extremely pleased with the handling of this application. It clearly demonstrated the efficiency of the telephone interview process, which, in this case, took place within a few days of receipt of the application. I feel that, particularly where the applicant is female, it is more satisfactory for the client to discuss health and medical background issues as the client feels more comfortable talking to a ‘neutral’ person. Additionally, it takes the responsibility off the intermediary in the knowledge that any non-disclosure does not rest with him/her. I did ask my client in this particular case how she felt about the tele-interview and received a very positive response confirming her entire satisfaction with the process. Thanks, and ‘well done’.”

    — An independent financial adviser

  • “We are committed to providing the easiest way for our members to purchase our income protection contract, and this is a great improvement. Interviews are conducted in privacy and at the applicant’s convenience. Financial advisers often have long-term relationships with their clients; tele-interviewing avoids embarrassing face-to-face discussions of intimate medical and personal details.”

    — Farrukh Mirza, deputy chief executive of Dentists’ Provident