Research findings from a cross section of protection advisers regarding service, underwriting, technology and the future of Income Protection advice, with practical recommendations for Providers and those who support the industry
Key Findings From the Report
15
practicing protection specialists surveyed
1
top priority is underwriting quality and speed
73
already using AI in their practice
This report captures the direct, unfiltered views of 15 practising protection advisers from different backgrounds. We asked them 6 key questions spanning:
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Service delivery
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Underwriting
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Provider behaviour
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Industry challenges
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AI
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What single change would make the biggest difference
What emerges is a consistent, clear picture: advisers want predictability, responsiveness, and genuine partnership from providers. They are not asking for the impossible. They are asking to be treated as professionals whose time, expertise and client relationships deserve respect. The findings in this report are directly relevant to providers, reinsurers, technology platforms, and industry bodies alike. We hope they serve as a practical call to action.
