Andy Philo on Serious Illness Cover and rewards for understanding and improving your health – MAF122

In this show, my guest is Vitality’s, Andy Philo.

We chat about how Vitality developed Serious Illness Cover.

And we look at how they’re encouraging people to understand and improve their health.

Welcome to episode 122 of the Marketing and Finance Podcast.

Andy Philo on Serious Illness Cover and rewards for understanding and improving your health - MAF122

What you’ll hear about in this episode

  • The development of Serious Illness Cover as an alternative to critical illness cover
  • How Vitality created a new marketing approach to insurance using sausage dogs, Olympic athletes, brand discounts and rewards
  • What they’re doing to encourage people to understand and improve their health
  • Offering value for money for people with diabetes and high BMI

Who is Andy Philo

Andy is Director of IFA Distribution at Vitality.

He’s a passionate advocate of meeting the protection needs of customers and encouraging advisers to make protection a priority. A Dad of 2 he’s a Spurs supporter. You’ll see him out and about throughout the UK hosting Vitality’s many adviser roadshow events.

Andy’s links:

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James Daley on Fairer Finance and raising standards in financial services customer experience – MAF116

My guest in this episode is James Daley from Fairer Finance.

We talk about raising standards in financial services customer experience.

Welcome to episode 116 of the Marketing and Finance Podcast.

raising standards in financial services customer experience

What you’ll hear about in this episode

  • How ratings help customers pick companies on factors other than price
  • Getting beyond blissful ignorance to find out what customer service is really like
  • The insurance power of three – claims stats, Ombudsman complaints, and transparency
  • Why you have to move beyond “legally watertight” to focus on what is fair for the customer

Who is James Daley?

James has been a financial journalist and consumer rights campaigner for more than 16 years. In March 2014, he launched a new consumer group and financial consultancy – www.fairerfinance.com. Their tables rank financial services companies based on how they treat their customers, how good they are at handling complaints and how transparent they are. These ratings are designed to help customers of insurers and banks look beyond price – and also to encourage companies to compete on service and transparency.

Fairer Finance makes its money by changing the industry from the inside out – working with companies to create clearer documents, and more transparent customer journeys.

Fairer finance isn’t trying to villainise the industry, it’s dedicated to raising standards.

James believes companies shouldn’t just tell their customers they’re fair and good – they should show it.

James’s links:

If you enjoyed – James Daley on Fairer Finance and raising standards in financial services customer experience – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

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David Smith on using widget technology to improve how insurance is bought and sold – MAF115

In this episode, I talk to David Smith from iPipeline.

We chat about how iPipeline are using widget technology to improve how insurance is bought and sold.

Welcome to episode 115 of the Marketing and Finance Podcast.

insurance is bought and sold

What you’ll hear about in this episode

  • How iPipeline come up with ideas and develop them into helpful technology widgets
  • Retaining the human touch even when talking about tech
  • How the supermarket shopping bag tax inspired the “Life Genie” insurance nudge for mortgage brokers
  • Using form technology to give advisers and clients a low hassle way to put plans under trust

Who is David Smith?

David works for iPipeline UK and is responsible for distribution relationships and integrations with iPipeline’s market leading protection platform, annuity service and point of sale technologies.

David’s links:

If you enjoyed – David Smith on using widget technology to improve how insurance is bought and sold – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

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