Marketing & Downloads

Marketing toolkit

For you, we've developed a range of marketing tools to help you make the most of everything we've got to offer. Choose from an assortment of supporting material including client brochures, sales guides and template letters.

You can either download to email to your clients or just let us know which ones you want and we'll pop printed versions in the post to you.

Panel Home Insurance


Home Insurance Customer Leaflet

A valuable overview of the cover features and benefits of our Home Insurance product.


Contents Insurance Customer Leaflet

A valuable overview of the cover features and benefits of our Contents Insurance.


Optional Extras Customer Leaflet

A valuable overview of the cover features and benefits of our optional extras.


Remortgage Offer Customer Flyer

An overview of our 3 Months Free Home Insurance offer for remortgaging clients.


Home Insurance Customer Data Capture Form

To help you capture your clients' criteria prior to producing a home insurance quotation.

Currently not available to order by post.


Poster - Don't Turn Your Back - Let's Talk


Poster - Prevent Mistakes - Let's Talk


Poster - It's The Clever Clog Thing To Do - Let's Talk


Poster - Stop Your World Turning Upside Down - Let's Talk

Panel Landlord's Insurance


Landlords Insurance Customer Leaflet

A valuable overview of the cover features and benefits of our Landlords Insurance product.


Landlord’s Insurance Data Capture Form

To help you capture your clients' criteria prior to producing a Landlord’s Insurance quotation.

Currently not available to order by post.

Home Buyer's Protection


Home Buyer’s Protection Customer Leaflet

A valuable overview for customers of the cover features and benefits of our Home Buyer’s Protection product.

Currently not available to order by post.

Income Protection


Income Protection Customer Leaflet

A valuable overview of the cover features and benefits of our Income Protection.


Income Protection Customer Data Capture Form

To help you capture your clients' criteria prior to producing an Income Insurance quotation.

Currently not available to order by post.

Mortgage Protection


Mortgage Protection Customer Leaflet

A valuable overview of the cover features and benefits of our Mortgage Protection.


Mortgage Protection Customer Data Capture Form

To help you capture your clients' criteria prior to producing a Mortgage Protection quotation.

Currently not available to order by post.

Adviser Sales Support Materials


Proposition Guide

A look at everything we offer to help advisers maximise their general insurance earnings potential.

Currently not available to order by post.


Sales Support Guide

This guide supports you with selling our products. It provides in depth information about product features and benefits, step by step guides to selling our products, exclusions and helpful information about who to call in different scenarios.


Quick Start Guide

Get to know our adviser website with this handy guide.

Currently not available to order by post.


Home Insurance Guide

Some basic product information and a ‘how to guide’ for using our quote and apply system.

Currently not available to order by post.


3 Months Free Remortgage Offer Guide

An overview of our 3 months free Home Insurance offer for clients who are remortgaging with a new lender or their existing provider.

Currently not available to order by post.


Introducer Guide

Sometimes you might not have the time to focus on general insurance (GI) but there’s no need to turn your back on GI or the benefits to your business. Introduce to us and we’ll have the conversation for you.

Currently not available to order by post.


10 Reasons To Introduce

Unsure whether to introduce your clients to us for a general insurance quote? Here are ten reasons why you should. Don’t turn your back on the benefits to your business and your clients.

Currently not available to order by post.


Introducer Email Template

For you to contact your clients, who you've referred to our introducer scheme, to inform them we'll be in touch about a general insurance quote.

Currently not available to order by post.


7 Step Guide To Buying a House

Some straightforward advice for your customers on the stages of buying a home.

Currently not available to order by post.


Home Insurance Buyer's Guide

A handy guide to give your clients that explains the key features and benefits to look out for when purchasing a policy.


Contents Calculator

Use this with your clients to run through a checklist of items they may have in their home and calculate their total value, or it can be given to your client to take home and fill in whilst they walk around their home.

Currently not available to order by post.


Business Action Plan

An action plan template, to help you maximise your General Insurance potential.

Currently not available to order by post.

Case Studies


Adviser Case Study: Standing the Test of Time

To mark our 25th anniversary we had a chat with Vicky Johnson, from Poole Townsend in Barrow - a firm we've been working alongside from almost the beginning.

Currently not available to order by post.


Give Your Premiums Some Flex Appeal

Craig Murray from Mortgage Help in Fife, Scotland, uses our Premium Flex to stop clients going elsewhere.

Currently not available to order by post.


5 Ways To Keep Your GI Clients Away From Comparison Sites

See how advisers maintain a successful GI portfolio in today’s competitive market.

Currently not available to order by post.


Keeping Up With The Joneses

Simon Jones finds GI the perfect complement to mortgage business.

Currently not available to order by post.


The GI Specialist

David Dunn and Susan Lucas explain how having a GI specialist has helped boost their business.

Currently not available to order by post.


Don't Let Your Client's Gamble On Their Home Insurance

Joseph Burke discovered the true value of advice.

Currently not available to order by post.


Protection To Keep Your Clients In Their Homes

Graham Cross found that good advice about Mortgage Protection went a long way.

Currently not available to order by post.

Whitepapers


Why Today's General Insurance Market Needs Financial Advisers

A look at the role of advisers and why good advice has never been so important.

Currently not available to order by post.


Why Comparison Sites Don't Have All The Answers

A review of how service and value for money are being sacrificed for the sake of convenience.

Currently not available to order by post.


Why It’s Good To Talk GI

This whitepaper explores the barriers stopping advisers talking about general insurance (GI) with their clients and identifies what they can do to overcome these. Ensuring minimal risk to clients and fulfilment to their duty of care.

Currently not available to order by post.


Is Ignoring General Insurance A Dereliction of Duty?

A look at the role of financial advisers including what’s expected and whether ignoring general insurance is a dereliction of duty.

Currently not available to order by post.

eBooks


The Specifying Script

It’s important to talk to clients, especially about the things that might not be covered as standard by their insurance. This ebook walks through how that conversation might go.

Currently not available to order by post.


How To Compete & Win

This ebook helps you identify where difficulties lie with your clients and their way of thinking when it comes to financial advice and GI. Use the tools within this guide to help you compete and win when it comes to the internet.

Currently not available to order by post.


7 Habits of Highly Effective Advisers

When it comes to being successful with general insurance there are some clear habits that have made many advisers highly effective. This ebook will take you through them so you can be successful selling GI too.

Currently not available to order by post.

Direct Mail Templates


General Insurance Direct Mail Template

To help communicate the importance and peace of mind that insurance can provide.

Currently not available to order by post.


Landlord’s Insurance Direct Mail Template

For you to contact your clients who may have a need for Landlord’s Insurance.

Currently not available to order by post.


Income Protection Direct Mail Template

For you to contact your clients who may have a need for Income Protection.

Currently not available to order by post.

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