UnderwriteMe: Protection Reimagined
Protection event for Financial Advisers and Paraplanners
16 Oct 2018
Make innovation work for you
Venue: Lord’s Cricket Ground
Time: 09:00 – 13:00
Whether it’s new adviser systems or the introduction of AI and Robo Advice, technology is clearly impacting the industry and changing how we work and communicate. But are you making the most of these changes?
‘Protection Reimagined’ is our series of workshops is aimed specifically at Protection Specialists seeking to write business more efficiently, service more clients and ultimately increase revenue.
Why you should attend?
- Stay ahead of the game and learn about the megatrends and disruptive forces shaping Protection right now.
- Learn out how to market to new clients effectively
- Develop a digital strategy to match changing customer expectation
- Hear how technology can help you grow your business
- Network with other protection professionals.
08:30 – 09:00 Refreshments and registration
09:00 – 09:15 Welcome and Introduction Phil Jeynes, UnderwriteMe
09:15 – 09:45 KEY NOTE Tides of change – Explore the key megatrends and innovations shaping the world of Protection right now and impacting the way we do business. Dean Van Leeuwen – Tomorrow, Today Global
09:50 – 10:30 Cut the bull* Sick of marketing fluff? Learn how to communicate and market to your clients effectively. Rhys Williams Quiet Room
10:30 – 10:45 Break / coffee
10:50 – 11:20 Developing your digital strategy/ Robo Advice
11:20- 11:50 From application to sale
Stripping away the complicated questions and medical terms we discuss the impact changes our new customer journey has had. Phil Jeynes
11:50 – 12:00 Roundup and final
12:00 – 13:00 Lunch and tour around cricket grounds
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