Marketing Support & Guidance
- A written guide to marketing your scheme to help you maximise client participation. Bespoke marketing templates for your practice to send to clients.
- Bespoke client leaflets which help increase take-up and/or trade specific leaflets (subject to minimum premium).
- We allocate you a dedicated Marketing Administrator from our team.
- Summaries of the benefits of cover to send to clients.
- Advice and guidance throughout, including regulatory guidance.
- All marketing undertaken in a GDPR compliant way with your data held securely and only used in connection with your scheme administration.
Marketing Administration Support
Mailing Administration
If you would prefer, you can use our mailing services. We have our own dedicated mailing team, who deal with hundreds of mailings for our accountancy clients each year. You maintain control, however we do the work, for no extra cost. More specifically:
- We allocate you a dedicated Marketing Administrator from our mailing team.
- We produce bespoke marketing templates for your practice, which you approve.
- You send us your client list and letterhead (in hard copy or electronic form).
- We administer the mailing on your behalf.
- All mailings are subject to rigorous internal checks to ensure that the mailing is issued accurately and on time.
- All mailings are administered in a GDPR compliant way with your data held securely and only used in connection with your scheme administration.
- Mailing can be issued in hard copy or electronically by e-mail if you would prefer.
Premium Collection Services
In addition if you would like we can collect the premium for you. This option is available regardless of whether you have used our mailing service, very simply:
- Either you mail to your clients or use our mailing services.
- Clients make payment to us (either by cheque, BACS or online).
- At the end of each month we send you a cheque for any fee or commission due to you.
- Available for both regulated and non-regulated (VAT) schemes.
Mailing Method
Electronic Mailings
We can also undertake email campaigns or ‘hybrid’ campaigns on your behalf, an approach which has been increasingly popular with our clients and includes the following features:
- Clients are contacted to join the service via e-mail, with the option to pay via our Webshop and/or BACS.
- Each email campaign comes with attachments of your standard, or a tailor made bespoke leaflet, which your designated Marketing Administrator will produce for you. As well as a copy of a summary of service.
- At each stage we monitor the analytics and target clients who have not reacted with follow up campaigns.
- We can provide ‘hybrid’ campaigns, with physical mailings to groups of clients or clients that do not react to the e-mail campaign.
Hard Copy Mailings
We can also manage printed mail campaigns on your behalf — a method that work particularly well with clients less responsive to digital communications. This approach includes the following features:
- Professionally designed letters, tailored with your branding colours and logo to join your service via BACS or cheque.
- Letters can have a QR code which will direct your clients to a webshop, should they wish to pay through this method.
- Every letter comes with a standard A4 insert, or a tailor made bespoke A4 insert, which your designated marketing administrator will produce for you.
- Strategic follow-ups, including reminder mailings or complementary email nudges for clients who have not responded.
- Hard copy campaigns are especially effective for reaching clients who prefer traditional communication or where physical documentation adds value.
Market Leading Policy Coverage
Plain English Policy, continuously updated to ensure that it reacts to the latest HMRC threat.
Claims
Access to the most experienced claims handlers in the industry, with the broadest claims handling authorities.
Tax & VAT Telephone Advice and Technical Support
Access to our best telephone advisors for all clients, and more in-depth consultancy support, at competitive rates as and when you need it. Plus, access to Tolley Topical Tax Updates and regular technical updates and Q&As.
Tailored Marketing Support
Bespoke marketing support and guidance, e-mail, hard copy mail and premium or fee collection services.
Digital Solutions
A range of digital solutions that allow your clients to purchase protection and allow you to manage your scheme, administer premiums and make claims.
Employment, Health & Safety and Legal Advice and Support
Access to our business support helpline, plus discounted rates on more in-depth support, including contract and handbook reviews, Health & Safety and Fire Risk Assessments.
Can’t find what you’re looking for?
Contact a member of our team today.
