We are delighted to announce we have ranked first place in nine out of the 10 categories in Defaqto’s adviser satisfaction survey, and to have received the Defaqto Gold Service Rating for our income protection service this year. This follows from our recent reception of the Defaqto 5 Star Rating for our Income Protection and bolsters our reputation as a provider of exceptional service that puts both our members and intermediary advisers first.

Gold-standard service for our intermediaries

Defaqto’s satisfaction survey is sent out to intermediary advisers each year, asking them to share their level of satisfaction with protection product providers in ten categories, as well as the importance of each individual category to their business.

As well as ranking first in nine of the 10 of the satisfaction categories, we are also delighted to have ranked top in the four service categories that advisers reported as having the highest importance. Results from the survey found that claims handling and administration, new business processing, underwriting services, and product design were the most important elements of service to intermediaries, and we outperformed other providers in these key service areas.

Celebrating our success

Our Chief Sale Officer, Anthony Uttley, commented on this achievement:

“This rating touches every area of the business. Everybody has contributed to this achievement and we are very proud. To be recognised in this way by Defaqto and the intermediary market is a testament to our team’s hard work and commitment, especially in such a competitive industry.”

Defaqto also commended us on our performance, saying:

“Shepherds Friendly, a specialist income protection provider, demonstrated high levels of satisfaction from its supporting advisers”.

We would like to take this opportunity to thank all of the advisers who took time to share their positive experiences with us in the satisfaction survey. We are pleased to be providing our intermediary advisers and their clients with care and service that sets us apart from other providers, and we will continue to work to the high standards that intermediaries have come to expect from us.

To see the full satisfaction survey report from Defaqto, click here.

Contact us

For more information about Defaqto, or if you have any questions, you can contact our Business Development team on 0161 495 6495 or at [email protected].