Paul Avis, Natalie Summerson and Bill Eddolls on improving customer experience with underwriting technology - MAF182

This week, I'm welcoming back Paul Avis to the show for the fifth time along with his colleagues Natalie Summerson and Bill Eddolls.

We talk about how technology has transformed the once lengthy and complex underwriting process into something more customer friendly.

It's a deep dive into the world of financial services and protection insurance.

Welcome to episode 182 of the Marketing and Finance Podcast.

We chat about:

• How the underwriting process has changed over the years, from simple in the 1980s to complex in the 2000s
• The three main reasons customers drop out of applying for protection insurance
• Fixing the frustrations of long waits for General Practitioners Reports
• Cutting back on questions to make shorter, more understandable applications forms
• Pints and glasses not "units" - Talking the customer's language
• Putting the customer at the heart of the journey, not the Actuary

Who are Paul, Natalie and Bill?

Paul Avis is Marketing Director at Canada Life Group Insurance. A keen sportsman, Paul notes his interests as Bath Rugby, Somerset Cricket, Swindon Town Football, Diving, and Skiing.

Natalie Summerson is National Sales Manager for Canada Life Individual Protection. As well as being passionate about protection insurance, Natalie enjoys keeping fit and entertaining her friends and family.

Bill Eddolls is a Development Underwriter at Canada Life Individual Protection. A father of three, Bill’s hobbies include walking the dog and supporting his children’s sporting interests: hockey, kickboxing and playing football for Bristol City Academy.

Links and Show Notes.

For links to the books and apps mentioned, please visit http://rogeredwards.co.uk/MAF for the show notes.

What is the Marketing and Finance (MAF) Podcast?

The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.

I’m Roger Edwards, a marketing guy and keynote speaker from Edinburgh. Talk to me if you want to cut the BS and complexity from your marketing strategy.

The MAF Podcast is a 30-minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Spotify.

Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

• How you can grow your business using content marketing and social media
• How you can keep your Marketing strategy and communications simple
• Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So, you can keep marketing your business to keep growing your business.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk