SME Roundtable - Policy transfers - The ultimate handover recipe
Transferring small to medium-sized enterprise portfolios can offer healthy returns to insurers, maximise broker earnings and help meet treating customers fairly criteria. But as Stephanie Denton asks is ripping up old relationships really the most prudent option?
Portfolio transfers have been a long-term fixture in the personal lines market, but brokers selling to small to medium-sized enterprises are increasingly seeing these as an option for them too.
A group
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