Author: Charlotte Harding
As Business Partnerships Manager at Insurance Surgery, I am dedicated to fostering and managing strategic relationships that drive growth and enhance the overall success of The Insurance Surgery. With a strong background in account management and a passion for building meaningful partnerships, I bring a unique blend of expertise in relationship management, business development, and collaborative problem-solving.
Articles written by Charlotte Harding
Have customer perceptions of life insurance changed?
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Even though the pandemic and the ongoing cost-of-living crisis have had a financial impact on many of us, the life insurance market is continuing to remain resilient. This is because consumers are changing the way they think about long-term financial protection. In the past, people may have thought of insurance
Gamification: Levelling Up Patient Engagement.
Gamification: Levelling Up Patient Engagement.
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Gamification and Healthcare: Levelling Up Patient Engagement In the world of healthcare, patient engagement is crucial for better health outcomes and overall satisfaction. However, traditional methods often struggle to capture and maintain individuals’ attention and motivation in the long run. That’s where gamification comes in. Gamification involves integrating game-like elements into
Empowering First-Time Buyers.
Empowering First-Time Buyers.
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Empowering First-Time Buyers: The Crucial Role of Life Insurance and the Value of an Insurance Broker As a Financial Adviser, you play a crucial role in guiding first-time buyers through the process of purchasing their dream home. However, it’s important not to overlook the significance of life insurance in this
Write or Refer – Consumer Duty?
Write or Refer – Consumer Duty?
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Write or refer – what does this mean for Consumer Duty? The dreaded Consumer Duty echo’s around the heads of all financial services businesses. It’s all hotting up as we rapidly approach the deadline of July 31st. Something that is very close to our heart at the Insurance Surgery, is
UK Crackdown on Cold Calls
UK Crackdown on Cold Calls
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In recent years, unsolicited cold calls and mass texting have become a nuisance, causing frustration for people worldwide. Countless individuals receive numerous calls and messages daily, advertising products or services they may have no interest in. The issue has become so severe that governments worldwide have taken action to combat
Peer Review: Protection Distributors Group & Signposting Protection
Peer Review: Protection Distributors Group & Signposting Protection
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The Protection Distributors Group has released a guide aimed at financial advisers who want to introduce their clients to specialist advisers for protection products. The guide focuses on introducing clients who have a need for protection and underlines the importance of trust in any long-term relationship. Protection Distributors Group suggests
Is income protection insurance worth it?
Is income protection insurance worth it?
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We’d all like to think that we’re ready for what’s to come. Maybe we have a great pension, our homes and cars are fully insured, and we’ve saved a sizeable nest egg. We might even have full life insurance to protect our families in case something bad happens. But what
Why Partner with a Specialist Broker.
Why Partner with a Specialist Broker.
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As consumer duty forces us to re-look at our practices and processes, it provides an opportunity to work together. High-risk customers that suffer from a severe pre-existing medical condition in particular require specialist support due to the sheer knowledge that goes into the case. It takes time to learn and
Alcohol Dependency & Life Insurance.
Alcohol Dependency & Life Insurance.
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Life can be hard, and we all have our ways of coping and escaping. Sometimes when the escapism is better than real life – we want to stay in that state forever. This is when dependency can take hold and even the most strong-willed find it difficult to stop. That’s why
Empower Clients With Specialist Support
Empower Clients With Specialist Support
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Tom is a dedicated protection adviser working for the Insurance Surgery, a renowned specialist insurance broker committed to delivering exceptional solutions to clients with medical conditions or who have previously been declined life insurance. Tom, understands the power of collaboration and knows that by joining forces with strategic IFA partners,