Overcomplicating insurance is the reason clients walk away

Keeping it simple

clock • 3 min read

Ash Borland, business coach, Ash Borland Consulting, discusses how to keep the protection conversation simple in order to get more clients covered.

Ever notice how client's eyes glaze over when you start talking insurance? It's not their fault—it's yours. Advisers mean well, wanting to cover every detail, but instead, they lose the client halfway through. Here's the sad truth: if a client tunes out, you've probably lost the deal. If you're drowning clients in features, benefits and jargon, it's time to rethink your approach. Simplicity wins every time Think about it: when you explain insurance to a friend, you don't dive into policy exclusions or how claims are processed. You keep it simple. Clients want the same clarity. ...

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

LifeSearch claimants paid £100m in 2024

LifeSearch claimants paid £100m in 2024

1,418 paid claims

Cameron Roberts
clock 27 February 2025 • 2 min read
COVER Women in Protection and Health Awards 2025: Finalists announced

COVER Women in Protection and Health Awards 2025: Finalists announced

Championing diversity, equity and inclusion

COVER
clock 27 February 2025 • 6 min read
St James's Place posts near £400m profit for 2024

St James's Place posts near £400m profit for 2024

Historic ongoing service evidence review continues

Jenna Brown
clock 27 February 2025 • 3 min read