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Individual Adviser Award Categories

General submission information:

Case studies: To be completed using our template form.  Entries to be no longer than 750 words and submitted in PDF format.

Stats & Testimonials:  All submissions should include stats and testimonials as supporting evidence.

Download the entry form here

click to view criteria

Best claims communication message or case study

Case study relating to a customer claim where the adviser’s involvement has delivered an improved consumer outcome.

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Best use of video social media

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 business and/or how they have reached people they might not have had contact with otherwise.

Best use of static social media

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 business and/or how they have reached people they might not have had contact with otherwise.

Outstanding new protection adviser

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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Best protection administrator/support staff

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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Click or drag files to this area to upload. You can upload up to 3 files.

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