"Don’t underestimate the importance of providing detailed case notes and the value they add to the underwriting process."
This week, we spoke to Kent Reliance's Krissy Salmon about the importance of providing detailed case notes and why she loves the challenges of working within the specialist market.
FR: What area do you cover?
I joined the Kent Reliance team in the South last year and cover the South Coast, South West England and Wales. My main focus is to help drive growth by strengthening the relationships with brokers within these regions. I love the challenges of working within the specialist market – it’s a great feeling when you’ve been able to help a broker achieve a positive outcome.
FR: If you had one ‘top tip’ for life as a BDM, what would it be?
Put the customer first – for me this ultimately means be honest and upfront and do what you say, for example if you offer to phone a broker the next day at 5pm with an update make sure you do it as trust can take a long time to build but is easily lost.
FR: How do you pass the time on the road - books, podcasts, audio-books?
Passing the time isn’t really an issue for me as my phone rings a lot, so I don’t tend to get much down time, to be honest. But I am happiest listening to 80s and 90s tunes and maybe singing along!
FR: What’s one thing you wish all brokers knew?
Don’t underestimate the importance of providing detailed case notes and the value they add to the underwriting process. It’s so important for our head office teams to have as much information as possible as it can allow complex matters to be underwritten at AIP rather than causing delays through having to obtain further information - it’s a real win/win for everyone.
FR: A quick email on Monday or a phone call in the afternoons - how can brokers contact you?
I really have no preference and am happy to work flexibly with whichever methods a broker prefers. I’d suggest that it is always worth trying a call first as I am more often than not in the car.
FR: And lastly - what’s your favourite place to stop for a coffee when you’re between meetings?
If I see a Starbucks I am always happy as that is by far my coffee place of choice but that would instantly change if Tim Hortons, (currently Canadian-based) opened a chain of coffee places in the UK. I absolutely love their French vanilla and Timbits.