Marketing & Scheme Administration – Tailored support that maximises take up

Fee Protection Insurance

Marketing support & Guidance – We offer full marketing support and will tailor our advice to meet the specific requirements of your practice.  Our aim is quite simply to increase the number of clients who take up the insurance year on year, in order to ensure that as many of your clients are protected as possible without any hard sell.  We have a proven track record in this area and will supply: 

  • A written guide to marketing your scheme to help you maximise client participation
  • Bespoke marketing letter templates for your practice to send to clients
  • Bespoke client leaflets which help increase take up
  • Trade specific leaflets (subject to minimum scheme premium)
  • Summaries of the benefits of cover to send to clients
  • Advice and guidance throughout including regulatory guidance


Get a Quote Contact Us

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 Scheme Administrator from our mailing team
  • We produce bespoke marketing letter 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
  • At the end of each month we send you a cheque for any fee or commission due to you
  • 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 your clients or you use our mailing services
  • We provide pre-paid envelopes to be included in the mailing, with our return address on
  • Clients return their reply slip directly to us and make payment to us also (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

Insurance Literature

Our inhouse marketing team can create bespoke leaflets for your clients which informs them of the benefits of taking out Fee Protection with Vantage.

Insurance Webshops

As part of our Marketing Support service Vantage offer white labelled webshops which your clients can use to purchase our Fee Protection services.

Number of years experience
0+ Bespoke Leaflets created
Retention rate
0+ Bespoke Webshops created

Vantage Fee Protect Customer Testimonials

The Vantage Fee Protection Insurance Policy covers numerous elements not covered by our previous provider.  This means we have increased opportunity for greater fee recovery and less write off. We find their technical advice lines are answered quickly and the staff are highly capable. As a further benefit we like their online employment law portal.  With over 400 current documents all backed up with a free and unlimited advice line. On the mailing side our clients receive a prepaid envelope.  They can either pay Vantage direct, by cheque or join via a unique online sales portal reducing our administration considerably. We have always found the Vantage team to be helpful, friendly and professional.
Giess Wallis Crisp LLP

Can’t find what you’re looking for?

Contact a member of our team today.

Who we partner with