Protection Broker Expert Nomination Form

Name of Brokerage

Name of person submitting nomination

First Name

Last Name

Position held in Brokerage

Email Address

Address

Phone Number

Website URL

How many employees work in your Brokerage?

1-10

11-20

More than 20

Year business created

1. Please provide an overview of your protection advisory business, including the proportion of your brokerage dedicated to protection services and the structure of the team responsible for this area. (max 300 words)

0 of 300 max words

2. Describe your brokerage’s track record in delivering protection advice and client outcomes over the past 1, 3 and 5 years. Please include relevant performance indicators where available. (max 600 words)

0 of 600 max words

Examples may include: Number of clients advised Protection policies arranged Client retention Referral levels Claims supported Conversion or completion rates Growth in the protection area Examples where advice improved a client, family or business outcome

3. Explain your approach to assessing client needs and delivering suitable protection recommendations. How do you ensure clients receive appropriate advice based on their personal, family or business circumstances? (max 500 words)

0 of 500 max words

Consider areas such as: Life cover Serious illness cover Income protection Mortgage protection Business protection Key person cover Partnership/shareholder protection Family protection planning Review processes as client circumstances change

4. What protection services do you offer and what are the key benefits clients receive from working with your brokerage? (max 500 words)

0 of 500 max words

Examples may include: Personal protection advice Family protection planning Business protection Mortgage-related protection Income protection planning Claims guidance and support Policy reviews Ongoing client education Integration with wider financial planning

5. How do you manage suitability, risk, governance, compliance and regulatory obligations while delivering positive protection outcomes for clients?

0 of 500 max words

Consider including: Fact-finding and needs analysis Suitability assessments Affordability checks Product comparison process Disclosure and documentation Replacement policy checks Vulnerable customer considerations Compliance checks and quality assurance

6. How does your brokerage support clients at claim stage, and what role do you play in helping clients or families through the process?

0 of 400 max words

Examples may include: Claims guidance Liaison with providers Support for families or business owners Communication throughout the claims process Examples of positive claim outcomes Lessons learned from claims experience

7. What differentiates your protection proposition from competitors, and why do clients choose your brokerage for protection advice?

0 of 400 max words

8. Describe how your brokerage uses technology, digital tools or innovative processes to improve protection advice, client communication, underwriting, reporting, efficiency or client outcomes.

0 of 400 max words

Examples may include: Digital fact-finds Client portals CRM systems Automated review reminders Digital onboarding Protection comparison tools Needs analysis tools Online document collection Client education content Streamlined underwriting processes

9. How do you deliver and maintain high standards of customer service across your protection business?

0 of 400 max words

Consider including: Response times Communication standards Review frequency Client satisfaction scores Retention rates Referral levels Client education Support during underwriting or claims

10. How has your brokerage contributed to the wider protection, financial planning or broker community?

0 of 300 max words

Examples may include: Consumer education initiatives Financial wellbeing activity Community involvement Industry participation Mentoring or staff development Awareness campaigns around underinsurance Sustainability, diversity or inclusion initiatives where applicable

11. In no more than 100 words, explain why your brokerage deserves to win the Protection Broker Expert Award.

0 of 100 max words

12. Please upload supporting evidence that strengthens your application.

Upload a supporting file

Maximum file size: 5MB

Protection Broker Expert Nomination Form 2026