Insurance People

Office address: 17 / 2181 East Coast Road Silverdale, Auckland 0932
Website: www.insurancepeople.co.nz
Year established: 2006
Company type: financial services
Employees: 20+
Expertise: personal insurance, commercial insurance, business insurance, house and contents, house insurance, mortgage protection, travel insurance, car insurance
Parent company: MPIP Group Limited 
Key people: Katrina Church (director), Simon Fisher (director), Desiré Gouws (commercial account manager), Alex Olsen (business manager), Saajal Radhisha (senior account manager), Lloyd Earwaker (financial adviser), Jaspreet Singh (fire and general consultant), Matt Church (IT manager)
Financing status: N/A

Insurance People is an insurance advisory firm headquartered in Auckland with over 20 employees. They specialise in providing tailored insurance plans for individuals and businesses. They offer a comprehensive approach to protect clients' lifestyles and assets through a network of over 40 insurance providers and mortgage lenders.

History of Insurance People

Insurance People, part of the People Group of companies founded in 1989, has been providing insurance advice since 2006. They specialise in protecting families and their priorities. Their advisers are knowledgeable about various policies, making insurance choices straightforward for clients.

In 2019, the company expanded its service capacity through strategic deals and changes in ownership, enhancing its operations and offerings. Over the years, the company has employed a comprehensive approach to ensure efficient and effective protection for their clients. The company continues to serve as a strong advocate for clients during claim times.

Products and Services of Insurance People

The company provides a wide range of insurance products tailored to meet diverse needs. Their offerings include:

  • mortgage protection: ensures clients can maintain mortgage payments in the event of illness or injury, focusing on recovery
  • house insurance: accurately assesses home value for appropriate coverage, protecting significant assets
  • personal insurance: offers a comprehensive view of personal insurance policies, including life, medical, and trauma insurance, optimising cover levels
  • house and contents: protects lifestyle assets like vehicles and travel, ensuring repair or replacement
  • business insurance: covers loss of revenue, debt protection, locum cover, and more, securing business operations
  • commercial insurance: includes employers' liability, material damage, and commercial vehicle insurance for business assets

Insurance People's services include a comprehensive approach to safeguarding clients' lifestyles and assets through tailored insurance plans.

Culture at Insurance People

The company fosters a culture of expertise and personalised service, ensuring clients receive the right insurance mix for their needs. They engage with clients to understand their unique requirements, adapting to various life milestones and changes. Their approach emphasises complimentary guidance and efficient insurance solutions, including certain commitments to clients:

  • discussing needs: tailored cover based on individual importance
  • flexible meetings: convenient times and locations for clients
  • efficient solutions: best insurance options, guided process
  • claims advocacy: comprehensive support during claims, ensuring effective insurance utilisation

The company's culture focuses on clear, personalised advice and strong claims support. Their experts ensure timely financial relief and simplify complex terms for clients' understanding. Efficient service is a priority for the firm.

About Insurance People Directors Church and Fisher and Key People

Katrina Church is a director and head of client engagement at Insurance People, while serving as a financial adviser. Previously, she owned Synergy Financial Solutions and worked as an insurance broker at Apex Advice Group and Guardian Assurance. Church is a member of the Million Dollar Round Table and holds a national certificate from AdviserLink and a graduate diploma in financial planning.

Simon Fisher is a director at Insurance People and Mortgage People and is also a financial adviser. He was previously CEO at Preferred Group NZ, chief sales officer at Partners Life, and a director at Fisher Financial Services. Fisher holds a diploma in marketing from Auckland University of Technology.

Key people assisting the directors in operating the company include:

  • Desiré Gouws, serving as a commercial account manager, handling client accounts and ensuring optimal service
  • Alex Olsen, as a business manager, overseeing business operations and strategy
  • Saajal Radhisha, acting as a senior account manager, managing client relationships and insurance accounts
  • Lloyd Earwaker, as a financial adviser, providing financial advice and planning services
  • Jaspreet Singh, serving as a fire and general consultant, specialising in fire and general insurance coverage
  • Matt Church, as an IT manager, managing the company's information technology infrastructure and systems

The Future at Insurance People

Insurance People continues to innovate and expand their services, focusing on reducing clients' costs and enhancing protection. They have achieved significant savings in levies for clients and aim to help more self-employed Kiwis save on ACC costs. Their future strategy includes offering discounts for Workplace Safety and optimising insurance plans to reduce ACC expenses.

Their initiatives focus on protecting clients' lifestyles and essential assets, ensuring they can afford to repair or replace them. The company's goal is to provide tailored insurance solutions for families and individuals, adapting to life's changes and unexpected events. They aim to remain a trusted partner for Kiwis, offering comprehensive and personalised insurance advice.

PAA Excellence Awards winners revealed

The winners of the PAA Excellence awards were announced at the National Advisers Conference last week.