My Services

I work with the owners and leaders of protection businesses on a one-off or ongoing basis.

I provide the advice and support you need to develop your business whatever the size. I’m not a typical “consultant”.  I’ll treat your business as my own business; I’m straight talking, love a challenge and I work very fast.

All I’ve ever done is run my own businesses, so I know what it’s like to be sat in your seat. I’ll not just act as your adviser, treat me as a bit of mentor… and provide emotional support when you need it the most!

  • KPI Production & Reporting
  • Technical Systems Training
  • Recruitment, HR & staff development
  • Regulatory & authorisation advice
  • Insurer & network relationships

  • Sales training, scripting & processes
  • Management training and development
  • Long-term business strategy
  • Turnarounds
  • Marketing and lead acquisition

Benefits to your business

Your business is more secure, your sales people earn more and you’ll have happy insurers.

Lower Clawback

  • Provide your customers with the understanding and options they need to make the right decision
  • They’ll be more likely to buy and keep their policy, which means better business for you

Increase Sales

  • Your customers are more likely to spend more when they trust the service your sales people provide
  • Drive conversion and commission through confident and effective selling of options, rather than just selling on the cheapest price

Get Compliant

  • Only with genuine control over the sales journey can you be sure your business is truly compliant
  • Ensure full compliance with FCA regulations and that your customer genuinely has made an informed decision

What I Do

Sales Scripting & Processes

Drive better performance and lower clawback by implementing a bespoke script and industry-leading sales processes.

Sales Training

Without protection-specific sales training you’ll either sell very little, or find that if you do sell your clawback rates are too high.

Business Strategy

With experience in almost every part of the industry, it gives me a unique perspective on helping you develop a market-leading strategy.

Automation & Cross Selling

Implement automated marketing and cross-selling techniques which can drive more than 10% additional revenue from your business at a minimal cost.

Analysis & Predictive Forcasting

Protection looks simple, but is a lot more complicated under the bonnet. Take advantage of some the most advanced protection sales analysis and forecasting strategies.

Public Speaking & Events

Having spoken at a number of industry events including Protection Review and the Cover Forum, I can usually raise the temperature in any room with my passionate perspective on the industry!

Automation & Cross Selling

Implement automated marketing and cross-selling techniques which can drive more than 10% additional revenue from your business at a minimal cost.

Marketing & Distribution

Implement the online and offline techniques which lead to large scale, consistent volume of enquiries into your protection business.

What I Do

Sales Scripting & Processes

Most scripts are barely more than a few pages, which results in lack of control over your sales process. Drive better performance and lower clawback by implementing a bespoke script and industry-leading sales processes.

Sales Training

Without protection-specific sales training you’ll either sell very little, or find that if you do sell your clawback rates are too high.

Business Strategy

With experience in almost every part of the industry, it gives me a unique perspective on helping you develop a market-leading strategy.

Automation & Cross Selling

Implement automated marketing and cross-selling techniques which can drive more than 10% additional revenue from your business at a minimal cost.

Analysis & Predictive Forcasting

Protection looks simple, but is a lot more complicated under the bonnet. Take advantage of some the most advanced protection sales analysis and forecasting strategies.

Public Speaking & Events

Having spoken at a number of industry events including Protection Review and the Cover Forum, I can usually raise the temperature in any room with my passionate perspective on the industry!

Recruitment

Implement protection-specific recruitment techniques that will help you avoid the biggest pitfalls and achieve consistent success from the people you hire.

Marketing & Distribution

Implement the online and offline techniques which lead to large scale, consistent volume of enquiries into your protection business.

Are you worried about clawback?

Lack of control in the protection sales process can cause big problems.

Sales people:
desperate to make sales

  • Lack the ability and confidence to run through the full range of options available or genuinely convince customers why they need protection
  • Sell mainly on price, which leads to lower average commissions
  • Can lead to deliberate non-disclosure to fraudulently achieve a sale with 'standard rate' underwriting

Customers:
either don't buy or cancel

  • Don't buy because they don’t understand their options, the need for protection or simply don’t trust the salesperson
  • Cancel and clawback because they don’t understand the value of what they’ve bought, the choices they have made or feel they were “forced” into purchasing

Better Protection Business

Helping brokers, advisers and insurers drive better performance from their protection businesses.