We spoke with the principal of Taking Cover to talk niching, lead gen and Radio Woking
Location: Hampshire. Products you advise on: I advise on personal protection products and also support several mortgage brokers with their protection advice. Taking Cover is single tied to Vitality. Typical client profile: I do a lot of work with armed forces personnel. How do you incorporate protection into your client conversations? Well, firstly, you have to actually do it. My passion comes across. In a previous role, no one had asked the business centre receptionist if she was covered....
Artificial intelligence at work
500,000 claims last year
Five generations under one roof
Survey of 2,004 shows