Exeter updates Protection Path toolkit

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Exeter Family Friendly has introduced a new suite of material for its marketing toolkit, the Protection Path.

Since launching the Protection Path six months ago, Exeter Family said it has created almost 100 bespoke marketing campaigns to help advisers target new and existing customers.

Head of Sales and Marketing at Exeter Family, Mike O'Brien, said: "The feedback we have received from advisers in the last six months has been fantastic.

"They really appreciate the support we have provided in not just offering them unbranded content to help them start conversations with their clients, but also personalising posters and leaflets with their contact details for greater impact."

"It was always our intention to keep the content fresh and we're hoping the new material will receive similar positive feedback."

The provider said that ideas for the new material had included feedback from the adviser community and cited one of the new conversation starters, is aimed at clients who regularly play sport as an idea Exeter developed following a suggestion from several advisers.

Graham Sayer, Principal of James George Financial Services, commented: "Sometimes all it takes is for a potential customer to ask "what would happen if?" before they are sold on the idea of taking out cover; that's what the material in the Protection Path enables me to do."

 

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