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Bringing together the industries advice and technology experts

Bringing together the industries advice and technology experts

This week FTRC and Protection Guru held The Empowering Advice Through Technology 2023 (EATT) conference on Thursday bringing together experts in the field of technology and advice to discuss the latest developments and trends in the industry. Attendees gained valuable insights to leverage technology and compile strategies moving forward enabling them to enhance the process of giving advice. Thus, improving the outcomes for their clients.

AI (artificial intelligence) was one of the main themes at the conference, together with (ML) machine learning in the advice giving process. These technologies have the potential to revolutionise how advisers interact with clients. How they can be integrated into their firms to improve efficiency and overall client experience.

The use of digital platforms and tools to enhance the client experience were also debated. Digital documentation management and virtual meetings, together with online portals were amongst the discussions. Enabling convenient and accessible services for clients.

Protection Guru Pro – the Consumer Duty ready solution to enable Advisers to give the best possible protection product recommendation based on quality and price, was demonstrated and received exceptionally good feedback from the Advisers. We will be hosting a webinar on Thursday 2nd February at 1.30pm to provide a high-level demonstration of the key benefits, it is not too late to secure your place, click on the link here to register for the event. The feedback from the EATT 2023 conference has been fantastic. And we look forward to sharing the outputs shortly.

Last week on ProtectionGuru

With a range of ways to adapt a clients cover to their changing needs and a Pre-App tool that helps advisers understand what underwriting decisions their clients will receive in a few clicks, Zurich’s protection proposition provides much support to advisers. We started the week by highlighting how Zurich support advisers and their clients pre and post application and what their key strengths are.

With many people facing an unprecedented squeeze on their income, the shock of removing that income entirely as a consequence of ill health is likely to be catastrophic, so there’s arguably never been a more important time to focus on income protection. With changes to many people’s working practices and the rise of self-employment and the gig economy, income protection policies need to adapt to reflect these new working realities. On Tuesday, Adam set out how clients can obtain non financially underwritten income protection cover

Last week was Cervical Cancer Prevention Week, a campaign run by Jo’s Cervical Cancer Trust. The campaign is designed to raise awareness around how cervical cancer ca be prevented and ensure more women are proactive with screenings. In light of this, Adam set out how Critical Illness plans cover cervical cancer on Wednesday. 

On Thursday, we recaped our January forum where we explored how we can better engage consumers. In this first half of the session, we heard from insurers to give their perspective on what they are doing and how the industry could improve communications in 2023.

At Protection Guru we believe there is no more powerful a demonstration of the value and importance of protection insurance, than the real life claim case studies shared with us by insurers and advisers. We therefore ended the week bringing you a round up of some recent claim case studies and stories that have been shared with us.

Have a lovely week everyone.

About The Author

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Niki Cooke has over 20 years’ experience in the financial services industry, in particular in the advise-tech sector, where she has worked for the likes of iPipeline, Intelliflo and Twenty7Tec Group. Niki recently joined FTRC/Protection Guru as Chief Revenue Officer, supporting the business in it’s growth and development of protection focused adviser research tools and working with the wider industry to help grow the protection market.

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