Case Studies

Why a specialist broker is key

This client had been with the same insurer for many years, as they had been told by their broker that they couldn't move - and so they simply renewed again year after year, despite the growing premiums. Although they had claimed for cancer treatment in the past, it was some time ago and the member in question now had the all clear.

With our help they were able to switch to an alternative provider giving them BETTER cover and reducing the premium by more than 50%!! There were no further exclusions added and the client was VERY happy indeed.

Safety in numbers

One of our clients had a group of employees, each with their own individual private medical insurance policy. Whilst it was great that they had cover, the expensive individual premiums had meant they'd cut the benefits quite drastically to make the policies affordable. However, there can be significant savings to be had by merging all policies onto a 'group' scheme.

With our knowledge of the industry, it was possible to make this change with no further exclusions added and even an enhancement to the benefits.

Spoilt for choice...

Employee benefits nowadays are a little bit like a 'pick and mix' sweet shop. There are so many options to choose from and that's where we can help with our knowledge of the industry and by cutting through the jargon.

A client with a limited budget wanted something to support her in the event of the need for surgery, and we were able to provide her with a plan which purely covers a HUGE range of surgical procedures privately. Although this plan excludes cover for heart and cancer related treatment, the client was comfortable that the NHS would deal with this promptly if required, so this resulted in a particularly affordable plan and EXACTLY what the client was looking for.

Created with