2024 INDIVIDUAL ADVISERS AWARDS
AWARD categories
Best claim case study by an adviser
A case study from an adviser demonstrating how they have supported the client during a claim. We were looking for submissions which highlight how the adviser has supported the claimant and what impact this had on the client.
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Shortlist
Johan Kruger, Kind Financial Services Ltd Zoe Priselac, Way More Solutions Ltd Anna Gustyn, Umbrella Protect Colin Baxter |
Winner
The winner provided several examples of going the extra mile to support clients when it matters most. Winner: Anna Gustyn, Umbrella Protect |
BEST USE OF VIDEO SOCIAL MEDIA BY AN ADVISER
In association with:
Examples of use of video in social media by an adviser to promote protection. Entrants must demonstrate the level of engagement achieved, how this has had a positive impact on their clients and business and/or how they have reached people they might not have had contact with otherwise.
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Shortlist Emma Astley, CoverMyBubble Simon Walton, Protex Financial Kelly Walton, Protext Financial Marlena Kaszuba, The Openwork Partnership |
Winner
Our winner’s videos are engaging, and judges found them exciting to listen to. Quite an achievement when considering the topic is protection insurance! Winner: Kelly Walton, Protex Financial |
BEST USE OF STATIC SOCIAL MEDIA BY AN ADVISER
In association with:
Examples of use of text/image based social media by an adviser to promote protection. Entrants must demonstrate the level of engagement achieved, how this has had a positive impact on their clients and business and/or how they have reached people they might not have had contact with otherwise.
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Shortlist Kelly Walton, Protex Financial Gary Green, Cotswold Mortgage Solutions Zoe Priselac, Way More Scott-Taylor-Barr, Barnsdale Financial Management |
Winner
The winner provided a good mixture of professional posts, humanising advisers and demonstrating that insurance is arranged by normal, professional people who are relatable. Winner: Gary Green – Cotswold Mortgage Solution |
OUTSTANDING NEW PROTECTION ADVISER (INDIVIDUAL - ENTERED THE INDUSTRY IN LAST 24 MONTHS)
In association with:
Entry is limited to individual advisers who have entered the protection industry in the last 24 months. Entrants should demonstrate how they have achieved their qualifications, grown their client base and can highlight how they have helped increase protection sales in their firm and produced great customer outcomes.
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Shortlist Gary Green, Cotswold Mortgage Solutions Declan Maggs, London & Country Hannah Murray, FutureProof Hannah White, Thomas Honour Orianne Williamson, LifeSearch Charlie Warden, Loan.co.uk Lilly Porter, Loan.co.uk |
Winner
This person showed a great attitude and performance, especially when looking at their living benefits penetration. Winner: Orianne Williamson – LifeSearch (Collected by Justin Harper) |
BEST PROTECTION ADMINISTRATOR/SUPPORT STAFF
In association with:
How an administrator/member of support staff has gone the extra mile to support their firm’s advisers and clients, how they have made an impact to the business and how they have helped achieve better client outcomes.
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Shortlist Claire Scott, London & Country Kathleen Moralee, FutureProof Nicola Barnes-Carson, LifeSearch |
Winner
Our winner provided great examples of going the extra mile to assist clients in achieving better outcomes. Winner: Kathleen Moralee – Future Proof Insurance (Collected by Lewis Breach) |
OUTSTANDING TRAINING & DEVELOPMENT LEADER
How an individual has gone above and beyond to provide protection training to advisers. This can be on sales, underwriting, product knowledge or anything else related to protection. We would love to see evidence of impact the training has had on the recipients.
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Shortlist Matt Chapman, The Protection Coach Ltd Gary Edwards, Protection Academy Nicola Kingsley-Rowe, London & Country Lewis Breach, FutureProof |
Winner
This person delivered outstanding results. Their entry painted a picture of someone passionate about advisers improving their achievements and professionalism. Winner: Lewis Breach – Future Proof Insurance |
