New client announcement – LifeSearch chooses Worksmart to manage their SM&CR processes!

Julian Sammells

Julian Sammells

Julian has been in sales for over 30 years. His experience has confirmed that success in sales is linked to a happy customer base. He and his team understand that the implementation process is key to attaining this outcome and work closely with the on-boarding consultants to ensure a seamless transition from contract to 'live'.

Worksmart are delighted to announce that LifeSearch have chosen Worksmart’s Accord software to help them manage their SM&CR related records & processes.  LifeSearch is one of the UK’s leading and biggest life insurance brokers, selling and advising on protection products out of offices in Leeds, Milton Keynes, London and Cape Town, having protected over three quarters of a million families since their inception.

LifeSearch join the large and ever-growing number of partnering with Worksmart and using Accord to help optimise efficiency, consolidate data and unlock transparency; securing a comprehensive and reliable audit trail across the entire process. We look forward to working with and supporting LifeSearch for many years to come.

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