You might have noticed that technology has become a much bigger part of the advice process than ever before. Your clients probably now do their own research on comparison sites and ask AI for suggestions as to what products they should consider before coming to see you. But technology works best when it offers support- not when it replaces the human connection that clients value.

Rich Welsh, National Key Account Manager at The Exeter, recently spoke at the Omni Protect Roadshows about the 71 % of customers who say that human connection is important when buying protection 1. It’ s clear that clients still want clarity and reassurance- especially when decisions relate to their income, health or family security.

June 2026 | 15