"Our 25-year track record of delivering high-quality specialist advice will ensure protection conversations can take place whenever they are needed."
- Debbie Kennedy, CEO of LifeSearch
This partnership will see LifeSearch’s 240 regulated specialist protection advisers support Neilson’s customers through its owned and operated brands, including Smart Insurance, Post Office, British Seniors, and Cover Today. LifeSearch advisers will support those who are seeking guidance and advice on their protection journey, or whose health issues excluded them from Neilson’s product criteria but there’s still a definite protection need.
Earlier this year, LifeSearch announced that it would continue expanding its offering in the UK with the launch of “Powered By LifeSearch” powering online, offline or hybrid protection journeys for partner brands, with its new proprietary technology-led solution and its established advice-led offering.
Neilson customers will now have access to “Powered by LifeSearch” including expert tele-interviews for customer disclosure, pipeline management, underwriting expertise, complex risks, quality monitoring, retention, and lapse management. Customers will benefit from care support, claims handling, and trusts.
Alongside Neilson, the insurance broker has previously worked with a range of partners including Which?, Unbiased, CompareTheMarket, MoneySuperMarket, PensionBee, Royal London, MoneyFacts Lloyds Banking Group, MoneySavingExpert, and Zurich Insurance.
Commenting on this partnership, Debbie Kennedy, CEO of LifeSearch, has said:
“We’re delighted to partner with Neilson Financial Services to bring our specialist advice offering to benefit their customers. While the digital journey is critical in today’s protection market, advice is still paramount. Our 25-year track record of delivering high-quality specialist advice will ensure protection conversations can take place whenever they are needed.”
Rob Clarkson, managing director at Neilson Financial Services, added that the firm was “looking forward to working with LifeSearch to support and ensure our customers are given every opportunity to secure the protection they need.”
