Our “Adviser preferences when dealing with insurers” study canvassed a diverse range of adviser firms including protection specialists, mortgage specialists, holistic financial advisers, wealth managers, networks and niche advisory firms in order to understand:

  • How each distribution type prefer to interact with insurers
  • At which points distributors will interact with insurers
  • Key functions that cause the most friction when dealing with insurers
  • Key operational changes advice firms would like to see

The detailed independent analysis conducted an hour long interview with key stakeholders from firms falling into six different categories; protection specialists, mortgage specialists, holistic financial advisers, wealth managers, networks and niche advisory firms.

The full document is available for free to advice firms and insurance product providers. To request a copy please complete the form below:

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