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Private medical insurance

The right cover

Learn how we helped Travelsphere to review, understand and update their private medical insurance arrangements. Download case study PDF
 
We had a healthcare broker in place that we hadn’t reviewed for some time and we wanted to ensure we were getting the best advice and terms possible. We wanted to bring more diligence to the process, to make sure our cover was appropriate to meet our needs and provided value for money.

We wanted a thorough review of our healthcare insurance by an independent specialist with access to the entire market. We met with Clarkson Wayman Ball and discussed the specific benefits we wanted for our staff. They undertook an investigation of the options available within the market and specific aspects of our existing policy, then implemented a solution. We now know we have the most appropriate cover to suit our needs, at a competitive price, supported by an efficient and friendly service.

The Team

Caroline Robinson
Caroline Robinson
Caroline helps our clients find private medical cover, on the best terms. The 3 people she would invite to dinner: her dad (aged 20), Oprah Winfrey and Julie Walters.
 
Sue Potts
Sue Potts
Sue administers our private medical insurance schemes and implements client plans. Her favourite historical figure is William Wilberforce - everyone should be free.
 
 
Ann McCallum
Ann McCallum
Ann manages the day to day running of our office and looks after the team. Three people she’d like to invite to dinner: Mark Webber, Marilyn Monroe & Billy Connolly.
 
Marie Dewey
Marie Dewey
Marie is a project support manager and provides post sales support for our clients. When we asked “Where do you see yourself in 10 years?” She replied "Using Botox".
 
 
       
"We have built a strong and trusted relationship with the team. They are proactive and share information so we know our affairs are always in order. You never know when an issue can arise - as it did - and we take comfort in knowing we're in safe hands."
Paul Rutherford
Travelsphere
 

Please note that this is a real client case study. It is not intended as a guide to advice. Individual circumstances can differ and you should seek financial advice before embarking on a course of action.

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