Advisers reveal preference for continued virtual meetings

According to CIExpert research

Hemma Visavadia
clock • 2 min read

Advisers are continuing to embrace virtual business processes by conducting their meetings online, despite hybrid working models becoming more prevalent, according to the latest CIExpert Adviser Watch.

A poll of over 260 advisers ranging from protection advisers to mortgage intermediaries found that two-thirds (67%) of advisers would continue to conduct more than half of their client meetings virtually this year, while around one in five (22%) noted that they will carry out all client meetings online, despite the removal of Covid-19 restrictions. This follows the trend that took place in 2021 whereby eight out of 10 (80%) advisers turned to digital methods for their business, with over 50% of respondents revealing that they held client meetings virtually. A further 32% of respondent...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

COVER Excellence Awards 2025: Winners announced

COVER Excellence Awards 2025: Winners announced

Rewarding the best in protection and health

COVER
clock 12 November 2025 • 2 min read
COVER Protection and Health Summit 2025: In pictures

COVER Protection and Health Summit 2025: In pictures

Event on 11 November

COVER
clock 12 November 2025 • 1 min read
COVER Protection and Health Summit 2025: Morning roundup

COVER Protection and Health Summit 2025: Morning roundup

Insurers "need to innovate better" on long-term care

Jaskeet Briah
clock 11 November 2025 • 4 min read