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Everything we have covered in our forums so far this year

Everything we have covered in our forums so far this year

Our regular Protection Forum is an opportunity for advisers and insurers to come together and discuss topics and issues that are important to them and the industry. Attended by a large number of advisers, as well as insurers and other industry professionals, our aim is that through the forum we can collectively drive improvements to products, processes, standards and ultimately, consumer outcomes. We take the opportunity today to look back at our January and February meetings and recap the important and varied topics discussed.

How to better engage consumers 

Adviser Session

In this session we asked advisers to discuss their views on how the industry can better engage with consumers both from a new business perspective as well as existing clients. In particular we heard from:

  • Lee Thomas – Pangea Life
  • Setul Mehta – The Openwork Partnership
  • Robyn Allen – Robyn Allen Solutions (Now The Openwork Partnership)
  • Scott Taylor Barr – Carl Summers Financial Services

To see more click here


How to better engage consumers

Insurer session

Following from our adviser session we then went on to ask insurers what their views were and how they are looking to better engage consumers. In this session we heard from:

  • Matt Usher – Aviva
  • Charlotte May – Legal & General
  • Andy Philo – Vitality

To see more click here

How far does the industry need to go when it comes to claims processes

In this session we discussed how far the industry has come with regard to claims experience and what we could still be doing better. We heard from:

  • Adam Higgs – Protection Guru
  • Zoe Priselac – Way More Solutions
  • Adam Kaplan – Pendragon Protect
  • Emma Thompson – Sesame Bankhall Group
  • Geoff Butcher – Zurich

To see more click here


How are insurers supporting financially vulnerable clients?

For the second half of our February Protection Forum we asked insurers to share what they have been doing and plan to do in response to the regulators guidance on supporting customers in financial difficulty. In the session we heard from:

  • Jack Southall – The Exeter
  • Tim Butler – Zurich

To see more click here  

Watch out for future “Everything you need to know” pieces where each week we will cover a different topic and provide you with the information you need to know to discuss the topics with your clients.

About The Author

Adam Higgs

Adam leads Protection Guru's detailed protection research and benchmarking of both product and operation features provided by insurers and has a vast knowledge of the protection market. He has been instrumental in building the protection comparison service Quality Analyser and maintaining the data to enable adviser to quickly and easily compare protection products based on qualitative measures. He also works with adviser firms to help in panel reviews and with insurers to help them understand the shape of the market, their strengths and the areas that could be improved in their products. In his spare time and when not spending time with his wife and two children, Adam is a keen Arsenal fan and enjoys hacking his way around a golf course.

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