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What were advisers talking about on the september and october protection forum – everything you need to know

What were advisers talking about on the september and october protection forum – everything you need to know

Our monthly protection forum is an opportunity for advisers, insurers and other industry professionals to come together and share ideas, offer opinions and discuss a wide range of important topics. Our September and October events covered a diverse and important range of subjects including the marketing of protection products, simplification, claims statistics and annual statements. In this ‘everything you need to know’ roundup, we’ve pulled together all of the transcripts from the two forums.

Our December forum will take place on Tuesday 7th December at 11:00. We’ll be bringing you a round-up of the year and hopes and predictions for 2022, from both an advisers and insurers perspective, with a panel of esteemed speakers. You can sign up to attend here.

THE DEADHAPPY APPROACH: SEPTEMBER PROTECTION FORUM PART 1

This is the first post in our series brining you the fantastic conversations from our September Protection Forum. In this session we heard from Phil Zeidler of DeadHappy about reaching a wider audience, making strong marketing choices, and inspiring change in the insurance indsutry. 

To read more click here

DEADHAPPY AND CLOSING THE PROTECTION GAP: SEEPTEMBER PROTECTION FORUM PART 2

This is the second post in our series covering the great conversations from our September Protection Forum. In this session we spoke to Phil Zeidler from DeadHappy about closing the protection gap, how their product and processes work, and what the insurance industry can do better.

To read more click here 

COMMUNICATING WITH CLIENTS: SEPTEMBER PROTECTION FORUM PART 3

This is the third post in our series focusing on the great discussions from our September Protection Forum. In this session, participants spkoe to Phil Zeidler from DeadHappy about communicating clearly with customers, DeathTech, and adding flexibility to products so they can adapt as clients’ lives change.

To read more click here

SIMPLE PRODUCTS IN THE PROTECTION MARKET: SEPTEMBER PROTECTION FORUM PART 4

This is the fourth post in our series bringing you the fantastic discussions from our September Protection Forum. In this section, forum participants discussed simple vs. personalised products, helping new advisers find their footing, and making protection products easier to understand and sell.

To read more click here

MAKING BETTER USE OF CLAIMS STATS: OCTOBER PROTECTION FORUM PART 1

This post contains the first section of conversation from our October Protection Forum where attendees discussed how claims stats and stories can be created, organised, and disseminated better to consumers. 

To read more click here 

HOW VALUABLE ARE VALUE-ADDED SERVICES TO CLIENTS? OCTOBER PROTECTION FORUM PART 2

This is the second post in our series recapping the great conversation from our October Protection Forum focusing on better claims stats, case studies, and the real value of value-added services when selling protection.

To read more click here 

BRIDGING COMMUNICATION GAPS: OCTOBER PROTECTION FORUM PART 3

Continuing our series recapping our October Protection Forum, this post focuses on the conversations around communicating with clients, underwriters, and improving the pre-underwriting process.

To read more click here 

STREAMLINING THE PRE-UNDERWRITING PROCESS: OCTOBER PROTECTION FORUM PART 4

This is the final post in our series recounting the conversations from our October Protection Forum, focusing on the discussion around making underwriting a better process for clients and getting the best outcomes possible.

To read more click here 

About The Author

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Rob Harvey supports Protection Guru in it’s detailed research & benchmarking of protection products and features. He works alongside the team in helping drive product innovation and improvements with insurers and engages with adviser firms in ensuring they have the right tools & resources at their disposal to deliver the best protection advise. Prior to joining Protection Guru Rob spent 9 years at protection specialists Drewberry, where he worked as an adviser, learning & development manager and finally head of health & protection. In his spare time and when not out enjoying the pubs & bars of Brighton, Rob collects vintage clothing, is an historic motor racing enthusiast and avid country walker.

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