SERVICES USED

Private Medical Insurance

CLIENT BIO

DMR is a British fine jewellery

designer & retailer of luxury watches.

For over 50 years on, the story continues with four showrooms across the UK, in Manchester, Canary Wharf, Altrincham and our spiritual home of Liverpool.

CLIENT TESTIMONIAL

“I had the pleasure of collaborating with Paul at Protect365 for our Private Medical Insurance renewal. Our current provider's quote was higher than our current payment, and Paul and I worked together to explore alternative policies that would meet our needs. We discussed the benefits we desired and also considered the impact of switching policies on our employees, particularly those undergoing treatment. I was impressed with Paul's outstanding support in ensuring that employees understood the process and that their treatment would not lapse.

Paul went the extra mile and researched various policies until he found one that offered us significant savings. Not only that, but we were also able to add ten more employees to the policy while still saving money. The new policy is notably better and includes dental cover, which was not previously included.

When it came time to communicate the decision to move our policy to the business, Paul provided exceptional support and guidance. And even after the switch, Paul remained dedicated to serving our needs. When one of our directors required assistance with a claim on a Friday evening, Paul was available to provide outstanding customer service and help the director understand the claim process.

Overall, I am extremely impressed with Paul's exceptional client support. He has gone above and beyond to make sure that we are satisfied and that our needs are met. We look forward to continuing to work with him on additional benefits we can introduce across the business, such as our EAP.“

PROBLEM:

David M Robinson reach out to Protect365 as they wanted to reduce their Private Medical payments, it was a benefit they wanted to keep and add members at the same time, whilst looking for the best deal possible. There was ongoing claims within the existing plan, which needed to be continued with the new Provider. We had a lead in time of just two weeks as the renewal deadline was approaching.

SOLUTION:

Paul worked tirelessly with David M Robinson to gather all the information required, individuals involved and the current claim status. He brokered a deal between the existing Provider and a new Provider to ensure there was continuity during the switch, whilst adding new members of staff to the plan. This was managed from start to finish by Paul and Protect365 with clear communication between the Client and Provider.

OUTCOME:

With support from Paul and Protect365, we were able to switch the client to a new Provider, adding options such as dental and optical cover, as well as mental health and a physio service. We managed to save the client approx £3,000 compared to their renewal premium, whilst adding 9 new members of staff to the plan. We continue to support the Employer and Employees, working closely with the HR team to ensure they utilise the benefits that Private Medical Insurance Provides.