The Exeter

It’s been a busy few weeks in terms of news so, in case you missed anything, here are the highlights… Karen W., Head of Healthcare Distribution, spoke about the importance of engaging existing clients, with one in five advisers identifying client retention as a key challenge in the next 24 months.🗣️ 👉 Link:https://lnkd.in/eijypJVd Our Head of Proposition (Protection) Jack Southcott contributed to an article by COVER Magazine which looked at provider predictions for 2025. 🔭 👉 Link: https://lnkd.in/eyrmsmta Our Head of Insurance Solutions, Toby Bainbridge, wrote for Protection Reporter highlighting the importance of balancing innovation with a human touch when it comes to digital underwriting. 🔎 👉 Link:https://lnkd.in/ed_Ph65c We received some great coverage from COVER Magazine and Alan Knowles, who shared their experience of The Exeter as we helped to provide income protection to a client who had previously been informed, they may not receive cover. The article contains a comment from our Customer Service Director, Claire Hird. 👍 👉 Link: https://lnkd.in/eSgrnwFu And finally, we revealed the key challenges advisers say they face when it comes to the time they have available to spend with clients. The article contains some useful tips from The Protection Coach, Matthew Chapman and a comment from our Head of Protection Distribution Jamie Page. ⭐ 👉 Link: https://lnkd.in/e--DHqCZ #News #digitalunderwriting #financialadvisers #Financialadvice #LetsTalkIP #Healthcare

“These findings highlight the challenges advisers face daily and underscore the importance of balancing client-centric conversations with ongoing professional development and efficient time management.” Jamie Page, Head of Protection Distribution at The Exeter, shares his thoughts on the time challenges facing advisers. Read the full article below. https://lnkd.in/e_6aY8Ja #financialadvice #latestnews

We’re ready to rumble! Only one week to go! Team The Extra-ordinaries is getting ready for the Inside Track event. We're excited to sponsor Round 3 Added Value. Best of luck to all the teams! Let the countdown begin! Rich Welsh Ciara Wood DipM MCIM Simon Hird #IT25 #7Families #OneWeekToGo

📢 New case study alert 📢 In this new series for COVER Magazine around the claims and underwriting journey, I spoke to Cura Financial Services' Alan Knowles about securing full-term income protection for a vulnerable client. If any advisers have examples that would make a good fit as a case study within this series, please feel free to get in touch via email at jaskeet.briah@incisivemedia.com or drop me a DM! https://lnkd.in/eP-rRdXr #COVERMagazine #protection #protectionandhealth #insurance #underwriting #customeroutcomes #mentalhealth #incomeprotection #ConsumerDuty

Some great feedback from one of our health insurance members. Thank you Karolina Pikłowska! 🙂

The Exeter’s Head of Insurance Solutions Toby Bainbridge discusses why it is important to balance innovation with a human touch when it comes to digital underwriting. You can read the full article below. #Underwriting #Innovation #AI https://lnkd.in/eYPKj7zd

We’re thrilled to announce that our team The Extra-ordinaries will be attending the Inside Track event on 27th February. We can’t wait to put our knowledge to the test with our team. Plus, we are proud to be sponsoring Round 3 on added value. Let the games begin! Rich Welsh Simon Hird Ciara Wood DipM MCIM #IT25 #7Families

Toby Bainbridge, Head of Insurance Solutions at The Exeter, discusses the importance of marrying innovation with human expertise if the industry is to harness the benefits of digital underwriting. The continuing evolution of digital underwriting has been key to reshaping our industry. It has brought speed and innovation to the forefront of our thinking and helped us to deliver better experiences for both advisers and their customers... https://lnkd.in/eKGHx-XC

Congratulations to Mike Norrish for being named Account Manager of the Year! We’re thrilled to announce that we’ve also been awarded ‘Customer Service Team of the Year’ and ‘Underwriting team of the year ‘at the Vita Awards!🏆🏆🏆 Here’s what they had to say “Mike ticks all the boxes with what we’d expect from a BDM. He’s easy to get hold of, he will always call back if I leave a voicemail and will reply promptly to emails. He will proactively chase terms when needed …. He’s even checked cases for me outside normal working hours and on weekends. Another solid year for Norrish!” A special thank you to everyone involved in helping us achieve these awards, especially our dedicated Customer Service and Underwriting teams for their wins. We could not have done it without you! Also a special thank you to Mike for his incredible hard work, commitment and dedication. Your passion and drive continue to set the standard for excellence in the industry. We have had some great feedback from advisers “Always quick to answer and stress free when trying to complete tasks and the advisers always seem knowledgeable about tasks and processes.” #AccountManagerOfTheYear #CustomerServiceTeamOfTheYear #UnderwritingTeamOfTheYear #VITAAwards

We're excited to announce our upcoming health claims roadshow! Join us at our claims roadshow for an insightful session on how we manage health claims and the opportunity to speak directly to our health team. The event will take place at the Hilton Bournemouth on Thursday 13 February 2025. ☕10:30 AM:  Registration with a warm welcome and a chance to network over coffee 💡11:00 AM:  Join us for an insightful presentation on how we manage health claims 🗨️12:00 PM – 13:00 PM: The conversation doesn't have to end here, stay for a Q&A session and to have a chat with us and Networking. To find out more get in touch with the team. We can't wait to see you there! Graham Gorman Cert CII Paula Jackson OLY Sabine Morgan Karen W. Kerri Ashenden Kim Powell