2024 – What did we learn?
Our focus for 2024 was continued growth, innovation, and engagement to support our vision to secure people’s financial future and we’ve certainly seen the fruits of our labour.
In response to adviser feedback, we released an upgraded version of our PreQuo Lead Gen to help increase client engagement and boost protection opportunity generation.Quoted by David Mead, founder of Future Proof, as being “a great evolution of the product”, we are confident that through our data and predictive analytics information, this new UI and mobile experience that seamlessly integrates with a firm’s own website and branding, offers greater innovation and a more interactive experience. We need to help advisers engage people in protection. We know that technology like PreQuo can play an important role.
We’ve also continued the growth trajectory with new partnerships and transformation projects. This summer we announced our partnership with NTT Data powering our reach into Europe, building the provider engine of tomorrow in SSG Digital. In the UK, our partnerships with OneFamily and (pending timing of press release) most recently the re-platforming of Beagle Street’s D2C protection proposition and migration of its 212,000 customers onto OneFamily’s SSG Digital platform again showing the importance of solid technology foundations, especially for ambitious market challengers.
But these projects are only a reality because of our people – the talented teams that sit behind them. While we may not have walked away with any winners at November’s key industry events, we are thrilled to have received nominations in the ‘Insurtech of the Year’ and ‘Outstanding New Technology Offering’ (Cover Excellence awards) and Innovation Award (Protection Review awards) categories. Our congratulations also go to Kate Weller, shortlisted in the ‘Unsung Hero’ award category and Zoe Mears for the ‘Young Achiever’ award. Not forgetting Stephanie Hydon and Paul Yates’ parts in the panel sessions at the latter event.
2025 will be a big year at iPipeline. We will continue in our mission to dramatically improve the planning, selling and services of financial products. And we’ll continue to learn about our customers and understand how we can reach new segments, not forgetting DEI (Diversity, Equity and Inclusion) as an opportunity to get more people covered. In fact, key take aways from this year’s Protection Review conference were around the products consumers want and the different ways they want to access and engage with them as well as the challenges we will have of engaging with and servicing the new generation post-GenZ, Generation Alpha, who take on a new ‘soft life’ approach to life.
Finally, a mention of the forthcoming FCA study on protection and what it holds for the market. It’s a topic we can’t avoid and we each have an opinion on. Do take a read of the views within this edition, including the article by Neil McCarthy, Protection Distributors Group. All great educational reading.
