Verbal Contracting – An efficient way to serve customers
We are successfully trialling a ‘Verbal Contracting’ process to a small number of brokers and would now like to extend the invitation. Would you like to take part?
Here’s how it works:
- We will provide you with a verbal script to follow so you can get the right information first time- this includes the wording to complete verbal LOA’s.
- Please ensure the script is followed and recorded.
- You then upload the recording into a designated FTP Server and send us a submission header detailing what terms you want in the contract.
- Once we have completed the set up and lock in of the contract we will send you the lock in confirmation in the normal way.
The biggest benefit is the ease for your customers – no more back and forth phone calls or the need to print, sign and scan – instead just replace the whole process with a simple recording. Not to mention the reduction of paper waste!
Please note that the verbal contract process is exclusive to the current Pricebook and any bespoke contracting will need to be completed via the current process in place.
If you are interested in taking part in our trial, get in contact by calling our Pricebook team on 01923 476742 or emailing us at email@example.com.