How one adviser delivered for corporate clients without delays

Client Context

Rebecca* specialised in advising small and medium-sized businesses, often working with directors who had multiple pension schemes, protection policies, and company investments. These cases were more complex than individual advice, with several layers of data needed before recommendations could be made.

The problem was that providers were slow to respond, and with multiple schemes to chase for every director, her workload quickly spiralled. Corporate clients wanted answers fast, but Rebecca found herself held hostage by admin.

The Challenge

Her challenges came down to three pressure points:

• Multiple LOAs per case meant more chasing, more calls, and more waiting
• Directors expected efficiency, not delays or excuses
• Rebecca’s own time was swallowed by admin instead of high-value client conversations

She knew that any sign of inefficiency risked losing trust with business clients who valued speed.

The Turning Point

When a director openly questioned why it was taking “so long to get the basics,” Rebecca realised provider delays were threatening her credibility with a key client segment.

The Solution

Rebecca turned to Plus Group for LOA Chasing & Checking support. We:

• Took ownership of chasing all providers for corporate client cases
• Checked provider responses for accuracy and completeness
• Supplied Rebecca with updates she could pass directly to directors

Implementation Insight

We started with a client who had three company pensions and multiple protection policies. By chasing daily and verifying every piece of information, Rebecca had a complete picture far quicker than before, allowing her to deliver her recommendations confidently.

Results

• Faster turnaround of complex corporate cases
• Directors reassured by regular updates and visible progress
• Rebecca freed from admin, able to focus on delivering advice and winning new clients

Emotional Impact

For Rebecca, the shift was transformative. She no longer felt exposed in front of directors who demanded speed. Instead, she could present her advice with confidence, knowing the information was accurate and delivered on time.

Before vs After

Barriers Addressed

Rebecca worried that outsourcing chasing might create confusion in her corporate relationships. Instead, it strengthened them — clients noticed quicker responses and a more professional experience.

If your corporate clients expect speed and precision, Plus Group’s LOA Chasing & Checking support ensures you deliver without being buried in admin.