Financial Services

North Point has the expertise and experience required to drive success in this highly specialized field and offers a range of services, including:

• Pensions
• Risk Management
• Insurance
• Staff Benefits

What We Do

Here's a taste of what we offer at North Point:

• Appointment Setting for Pensions and Staff Benefits: We excel in setting up appointments for pensions and staff benefits that ensure your prospects comprehensively understand their situation.
• Benefit Evaluation: We help companies review their current benefit offerings, including when they were last updated, the types of pension schemes in place, the number of qualified members, and the administration of any schemes.
• Issue Identification: We help uncover any issues with your pension schemes, allowing your company to address challenges proactively.
• Database Cleaning: Our database cleaning services ensure the integrity of your contact lists and keep your data accurate and current.
• Decision Makers: We identify key decision-makers responsible for a company's insurance and streamline communication channels.
• Assessments: We gather information about a company's existing insurance coverage, documenting the specifics of their current insurance provider.
• Policy Renewal Scheduling: We help you manage renewals by providing timely reminders, ensuring you stay on top of all insurance policies.