A warm welcome from Priority Life
You're already in good hands — we're just here to take care of the next chapter
Because Priority Home Loans trusted us to look after you, we want to make getting set up as easy as possible. No new questionnaires, No jargon, no pressure, just free honest guidance from people who genuinely care.
Insurance Advice Process
The Set-up Process
01
Book in our first appointment
Usually just a 2-minute phone call to find a time that we can meet for our first catch up.
02
Meet and explore Products
This meeting will last about 45 minutes, and by the end all our clients know what types of insurance they want, and what the next steps will be.
03
Producing Advice
We believe in research, we'll put together an advice document specifically tailored to the conversation we had in our first meeting and the insurance you've specifically asked for.
04
Deciding and placing an application
We'll then meet to review the information, and work together on the quote software. Once you're happy with the policy and price, we'll place an application for the cover.
05
Implementation
We focus on transparency during the finalisation of your policy. The most important priority is that you understand the cover we're finalising.
06
Annual Reviews
We touch base each year, about the time your policy renews to make sure it's still fit for purpose.
07
Claim Time
When it comes to claim time, you call us and we come to you. All you need to do is have a chat on the phone, and we’ll take you through the rest.
Ready to get started? Book a free chat and we’ll guide you through every step — no jargon, no pressure.
How to get started
We all have communication preferences, take your pick:
Give us a call
Let's chat about how we can help you on your Life Insurance journey.
Fill out the form
Share a few details and we will be in touch with the next steps.
Send an Email
Send us a message and we can work through the process of getting set up together.
