Getting to know us better - March 2023 recap

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Getting to know us better – March 2023 recap

Well March was a bit of a whirlwind with lots of compliance training on top of our usual workloads, the fun side of what we do!

Over the last year we have building a new system to support our existing clients. This is being led by our client relationship manager, Krystle Skelton. As well as reaching out to our clients each year to remind them about their insurance, we also highlight areas that mean that your insurance needs could have changed. Things like stopping smoking, a new mortgage, a new child, a new job, all can have a big influence upon the right insurances for you.

Krystle shares “Building this system has been incredibly rewarding as we are not only reaching out to people to remind them of their insurance, but actively reviewing policies too.

We speak to a lot of clients that have seen premium increases due to their medical history, work, travel or hobbies. Our systems now allow me to quickly spot any insurance policy that has been arranged on non-standard terms, so that I can check the market and see if a better policy is available.

We have already seen big improvements to policy options for people living with HIV, that have experienced cancer and have had high BMIs.

Being an adviser firm means that we are not just here to arrange policies and then move on to the next person to protect. We are here for the long run”.

Meet the team

Vivek Khera – Insurance Adviser

Full English or Continental?

Continental

Holiday Abroad or ‘Staycation’?

Holiday abroad

What’s the best advice you can give to someone who just started their career?

If it scares you, it might be a good thing to try

When you were a kid, what did you want to be when you grew up?

A police officer

What’s your favourite dad joke?

I stayed up all night wondering where the sun went, then it dawned on me

What is your favourite thing to do when you’re not working?

Solve crime and help old ladies cross the road

Getting to know us better – January recap 2023

Kathryn Knowles
April 3, 2023

Categories: Access to insurance

Client Reviews

Getting to know us better – March 2023 recap

"Alan and his team were great! Alan helped get me cover where my own company could not (I work in financial services too!) Would highly recommend and will come back in the future."

"Krystle was fantastic throughout and managed to knock almost 50% off my current life insurance premium."

"Leanne couldn't have been more helpful and thoughtful with her questions and work on my enquiry."

"Kathryn and her colleagues were very helpful because of my recent illness."

"Nick was my advisor, Excellent knowledge of products and what I needed, not just pushing me into a sale/policy, will always refer to him in the future."

"I would like to say a very big thank you especially to Amy you really went above and beyond."

"Annaliese was absolutely fantastic, making us both feel at ease and helping us navigate issues that had caused us problems with previous attempts to obtain insurance."