Tag Archives: protection insurance

Alan and Kathryn Knowles on zombies, gnomes and quirky financial services marketing – MAF145

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This week on the show my guests are Alan and Kathryn Knowles.

We talk about how they became an award winning specialist financial adviser firm by using zombies, gnomes and advent calendars to create some quirky marketing campaigns.

Welcome to episode 145 of the Marketing and Finance Podcast.

What you’ll hear about in this episode

  • How Alan and Kathryn developed a niche focusing on people who find it difficult to get protection insurance
  • Dealing with clients individually and taking referrals from other financial advisers
  • How Kathryn comes up with the ideas for marketing campaigns based on popular culture
  • Trying to make boring insurance a little more engaging and more about planning
  • Why content rather than in your face promotion leads to better engagement with customers

Who are Alan and Kathryn Knowles?

Alan and Kathryn  run Cura Financial Services Ltd which is the holding company for the Special Risks Bureau.

Based in North Yorkshire they won Best Protection Intermediary at the Money Marketing Awards in June 2017. More recently, at the Cover Magazine Awards 2017 in October, they were Highly Commended in the Best Promotion by an Intermediary category and won Best Specialist Intermediary.

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Emma Thomson on promoting positive protection insurance stories – MAF140

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My guest on the show this week is Emma Thomson.

We talk about building LifeSearch, promoting positive protection stories, and the Protection Distributors Group.

It’s a great interview full of insights and ideas about company culture and customer engagement.

Welcome to episode 140 of the Marketing and Finance Podcast.

Emma Thomson on promoting positive protection insurance stories - MAF140

What you’ll hear about in this episode

  • The success of LifeSearch, one of the UK’s biggest protection insurance intermediaries
  • How company culture is important in developing a true customer focus
  • Making sure people see positive PR stories rather than focusing on the odd negative one
  • How real stories about the experiences of real people are the best way of broaching a dull subject like insurance
  • How creating your own awards event can improve products and service in your industry
  • The development and successes to date of the Protection Distributors Group

Who Emma Thomson?

Emma is Life Office Relations Director at LifeSearch.

She consults with financial services product providers on the strengths and weaknesses of their offerings to help them increase their business. Externally she provides advice on Product, E-Commerce and Process development and is a member of the F&TRC Protection Forum, the Income Protection Task Force and the Protection Distributors Group.

She also has a regular column in Money Marketing Magazine.

Links 

If you enjoyed – Emma Thomson on promoting positive protection insurance stories – 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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Paul Avis, Max Marchant and Donna Wray on promoting early intervention services – MAF136

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This week I welcome Paul Avis back on the show for the fourth time along with his colleagues Max  and Donna.

We talk about Group Income Protection and Early Intervention Services.

And try and answer the question, “Are insurers just insurers or are they service providers too?”

Welcome to episode 136 of the Marketing and Finance Podcast.

Paul Avis, Max Marchant and Donna Wray on promoting early intervention services - MAF136

What you’ll hear about in this episode

  • Are insurers just insurers or are they service providers too?
  • Why is there such a low take up of group income protection despite the positive benefits for employers and their employees?
  • Is group income protection the right name for the product? Would extended sick pay and support be better?
  • How to deal with cases where absence isn’t for clinical reasons but workplace related
  • Three cases studies showing the human touch
  • Understanding the employer, measuring the outcomes and targeting the offer

Who are Paul, Max and Donna?

Paul Avis is Marketing Director at Canada Life Group Insurance. A keen sportsman, Paul notes his interests as Bath Rugby, Somerset Cricket, Swindon Town Football, Diving, and Skiing.

Andrew Marchant (known as Max) is Rehabilitation & EIS Manager. As a father and foster carer life he enjoys spending as much time as he can with the family taking walks with the dogs.  He also enjoys going to the cinema with his wife.

Donna Wray is Senior Rehabilitation Consultant (EIS). A 40 something, wife, mother and lover of iggy dogs.  Known as Mrs “EIS” by some of the rehab team.

Links

If you enjoyed – Paul Avis, Max Marchant and Donna Wray on promoting early intervention services – 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.

Don’t miss an episode of the MAF Podcast – subscribe now.
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