Reporting, Analysis & MI

Our reporting and analysis platform, Microsoft Power BI, is robust and ready for extensive modelling and real-time analytics which can be customised to be your personal report and visualisation tool. Through Microsoft Power BI we provide up to date MI to ensure you are fully aware of your scheme performance, and areas that can be improved.


Produce reports and publish them for your business to consume on the web and across mobile devices, creating a 360-degree view of the product. Easily connect to your data sources, visualise (or discover) what’s important, and share this throughout your business. Create dashboards; you’re able to monitor individual, department, dealer or regional performance to look for answers, and to see all of your most important metrics at a glance. More than a pretty picture, it’s highly interactive and highly customisable and updates at regular intervals to ensure you keep on top of your sales performance. We provide up to date MI to ensure you are fully aware of your scheme performance, offering consultative reviews (when and where you want them) to adjust throughout our business relationship.

Account Management & Training

Our dedicated account management will make sure that the end-to-end proposition and positive customer experiences are delivered from day 1. You also benefit from our wide range of in-depth, bespoke training programmes delivered by our dedicated national training team. Industry Professionals (with a proven track record in achieving sales success) will visit your business to carry out a Training Needs Analysis. This will identify the gaps in performance and enable us to agree the right solutions with you. We deliver interactive group training sessions to improve product knowledge, build on existing practices to establish a strong process and create strong product presentation skills.

Marketing Support

Ranging from point of sale material to market research and insight, our creative marketing team can work with you and your account manager to support your business. We also provide renewal programmes that encourage your existing customers to renew before their current coverage expires, helping you to build your business.

One Point of Contact

Things are always easier when in one place. We’re the administrator, claims handler, customer service centre and insurer (if applicable) for the products you offer, making it more convenient for you and your business.


Trying to focus on your core business whilst also navigating the regulatory landscape can be tricky, so why not let us support you with this too?


We’re an established Insurer, embracing regulation changes across the decades. Our consistent focus on treating customers fairly means you can be confident that they are in good hands.


With regulatory changes such as IDD and GDPR, we can provide support through your account management and useful information brochures.