Expanding your proposition

As a professional adviser you make specialist recommendations to individuals and companies day in, day out. As a Trade Association or Affinity Group you need to demonstrate genuine value to your members or clients in order to retain them and attract new ones. So what if you could easily expand into health and wellbeing benefits? Wouldn’t that enhance your membership and revenues? Wouldn’t that help your client business grow?

At Punter Southall Health & Protection we acknowledge UK employment has radically changed. Our default retirement age has gone, automatic pensions have arrived and zero hours contracts are becoming more common. We understand this new diversity and embrace it because we believe that a healthy working environment fuelled by employee benefits, helps build sustainable workforce relationships and drive business success.

By partnering with our knowledge and expertise, you can help guide your members or clients through the complexities of health and protection products and legislation, whatever their shape or size. You can help them meet employee or individual expectations and cost effectively take better care of their company health. You can help them build value through their benefits.

View our partner brochure

How we partner with you as a Trade Association

You know your business, so we slot into how you work best. A website mention or a targeted campaign might be the way forward. We consider positioning – perhaps white labelling or a dedicated customer contact point would work well?

When a member expresses interest, we act as their personal shopper for healthcare. We review the market and recommend the best group solution for their business, budget and employees. You’re always aware of progress and if they go ahead, you receive an introducer’s commission. We’re on hand for the duration of the policy to help with questions and claims.

How we partner with you as a broker

You might prefer a full-on, formal marketing approach or to introduce the occasional, ad hoc client. Either way suits us.

We review your client’s needs and research the market to find them the best individual or group solution. We keep you up to speed throughout. If they go ahead, you get an introducer’s commission, but we handle any enquiries, worries or claims for the lifetime of your client’s policy.

 

We work with over 40 Trade Associations and 100 brokers in the UK. The options are endless, the potential huge, but our partnership with your members or clients is always based on trust:

We treat them as if they were our only client We ask questions. We listen. We take time to understand what they need to achieve.

We think past the usual solutions If it improves an outcome for them, we’ll try to work it in.

We fully explain the range of relevant options Our market reviews, negotiation and buying power offer them best value.

We deliver solutions that are right for them and agreed with you Based on their strategy and budget to help their business succeed.

We drive and manage their employee benefits forward Our commitment to excellence means we’re always here to help.

We advise, design & create