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What to expect from your telephone appointment

Don’t worry if you navigate away from this page, we have sent you a confirmation email containing all the information below.


If your call is about Life cover, Critical illness cover or Income
protection, to check for any gaps in your cover, please try to have
details about any of the following existing covers to hand.

Work benefits
Such as Employer sick pay benefit or/and Death in service.

Medical history
Your Protection specialist will ask you about your basic medical history.

Protection Review
If you currently have no cover in place, your protection specialist will
provide you with advice based on what your current circumstances are
and ensure you have the most suitable insurance in place.

We will look at your existing cover and suggest any additional protection
you might need for your circumstances.

Insurance quote
See which options are eligible for you and advise on the most suitable
policy available to you.

Your protection specialist will take down any remaining information needed and if you are happy to proceed, will submit your application on your behalf.

If your call is about Buildings & Contents or Landlords insurance, please can you have the following information ready and at hand for our
insurance advisor to go through with you.

  • Property details
  • How many years ‘No Claims Discount’ you have
  • Information regarding previous claims you have made
  • Any high value items you wish to be covered – value and description of

If your call is about Accident, sickness & unemployment insurance,
don’t worry our insurance advisor will go through all the options available
during your call.

We look forward to speaking with you soon...

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