Exeter updates Protection Path toolkit

clock

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."

 

More on Income Protection

IPTF names Sapiens as member

IPTF names Sapiens as member

Ninth new member for 2025

Jaskeet Briah
clock 29 April 2025 • 1 min read
Working2Wellbeing joins IPTF

Working2Wellbeing joins IPTF

Eighth member for 2025

Cameron Roberts
clock 04 April 2025 • 1 min read
The return of redundancy cover and its importance

The return of redundancy cover and its importance

Demand looks set to remain high

Kesh Thukaram
clock 02 April 2025 • 3 min read

Highlights

COVER Survey: Advisers damning of protection insurer service levels

COVER Survey: Advisers damning of protection insurer service levels

"It takes longer than ever to get underwriting terms"

John Brazier
clock 12 October 2023 • 5 min read
Online reviews trump price for young people selecting life and health cover

Online reviews trump price for young people selecting life and health cover

According to latest ReMark report

John Brazier
clock 11 October 2023 • 2 min read
ABI members with staff neurodiversity policy nearly doubles

ABI members with staff neurodiversity policy nearly doubles

Women within executive teams have grown to 32%

Jaskeet Briah
clock 10 October 2023 • 3 min read