THOUGHTFUL, INCLUSIVE, CLIENT-FOCUSED CARE
Supporting Vulnerable Clients at Eagle Oak Insurance
At Eagle Oak Insurance, we are dedicated to providing quality products and services to all our clients. We understand that certain circumstances may make it more challenging for some individuals to engage with financial services. Our goal is to ensure that everyone has access to suitable products and clear communication tailored to their needs.
Identifying Clients in Vulnerable Circumstances
Vulnerability can arise from various situations, including:
- Permanent Disabilities: Physical or mental health conditions that affect daily activities.
- Mental Health Issues: Conditions such as depression, anxiety, or other mental health challenges.
- Learning Difficulties: Challenges in processing information or learning new skills.
- Temporary Financial Hardship: Situations like job loss or unexpected expenses leading to financial strain.
- Life Changes: Events such as bereavement, divorce, or other significant life transitions.
If you find yourself in any of these situations, or if you’re unsure, please let us know. We are here to assist you.
How We Support Our Clients
Our team is trained to assist clients facing various challenges. We strive to make your insurance experience as straightforward as possible. Here are some ways we can help:
- Alternative Formats: If you have difficulty reading standard documents, we can provide information in different formats, such as large print or on coloured paper.
- Financial Assistance: If you’re struggling to maintain your insurance coverage or have difficulty with premium payments, please contact us. We can discuss available options to support you.
- Delegated Authority: If you need someone to manage your policy on your behalf, you can notify us and request a Delegated Authority on your record.
- Power of Attorney: If you have a Power of Attorney, please provide a certified copy of the LPA certificate to the branch holding your policy.
- Bereavement Support: In the event of a bereavement, we are here to assist you in managing the policy and liaising with the insurance company.
How We Record Your Information
We collect only the information relevant to the services we provide. For more details on how we handle your data, please refer to our Privacy Policy.
Contact Us
If you require assistance or have any concerns, please reach out to us:
Our office hours are Monday to Friday: 09:00 – 17:30
At Eagle Oak Insurance, your well-being is our priority. We are here to support you every step of the way.
