What we can do for you.

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  • Intro call

    15-30 minute call to discuss you and your business

    No obligations, no cost, no ties

  • Business health check

    A full audit to allow us to really get under the bonnet of your business and where you’re at

    Up to 2 days & we will assess where you currently are, record our findings in a written report which will be discussed with you in full

    You choose how you go about implementing the recommendations, we can provide a quote to do this for you should you wish

    This is typically required before joining our Pick ‘n’ Mix Retainer Service if you are wanting to include compliance support

    Retainer service clients benefit from a reduced Business Health Check rate

  • Test run

    Exactly that, test run our account handler and/or claims support for 1 or 2 months

    Select the number of hours you would like across a month (we’d suggest a minimum of 10)

    After the trial period either switch to our ‘Pick’n’ mix retainer service’ or you can simply walk away

  • Pick 'n' mix retainer service

    Flexible retainer package where you can choose the specific support your brokerage needs, for as long as you want it, at a known cost.

    30 days notice require for any changes or to cancel

  • Account handler

  • Claims support

  • Training

  • Compliance support

  • Quality assurance

  • Complaints handling

  • GDPR

  • Health check

  • Also included within the retainer service:

    • Quarterly catch-ups

    • Regular industry & compliance updates

    • Reduced rate on a Business Health Check or the option to switch your regular retainer services for a Business Health Check

  • Ad hoc & project support

    Account handler or claims support for a specific time period

    Ideal to cover periods of absence, holidays or project work

    All support charges are based on a fixed hourly rate

  • Compliance SOS

    Ad hoc support to guide you through a specific compliance issue or a complaint

    Put simply, bespoke support charged on an hourly basis

  • Training & competence scheme

    If you are in need of training on a specific topic or would like us to run your T&C scheme, get in touch for a chat so that we can put together a package that works for you and your business