Customer story: Elevate Insurance Brokers

March 4th 2020

We are an advisory firm focused on individuals and businesses who need specialist advice on risk and insurance. We provide support where online insurance and mainstream brokers are limited, in areas such as high value or classic cars, people moving from company car schemes to their own cars, privately imported cars, larger or very old homes, buy to let portfolios, people moving between countries, small and medium sized businesses.

In a very busy first year the three directors Rich Kanfiszer, Blain Stillman and Dan White have already arranged over £500,000 insurance cover. We have just closed out January 2020 which has been our best month so far in terms of new business.

How did you start your company?

We are convinced that the best way to provide insurance support for individuals and businesses is to develop relationships with clients to understand what they really need and then advise them as opposed to selling whatever gets the best commission. So, we all pooled our savings, borrowed from families and resigned from our safe jobs to start Elevate. We chose the Scott Bader Innovation Centre as it provided us with an easy set up and great surroundings.

What are you working on at the moment?

We are arranging our first annual reviews with clients who have been with us for nearly a year. Instead of a faceless renewal letter we complete a review of what cover is most suitable and cost effective. We then proactively work the market, refusing to accept the premium increases insurance companies often try to push through onto existing customers.

What projects / ambitions do you have for the future of your company?

We are busy doing two things. Firstly expanding ‘Elevate for Business’ our service for small and medium sized business owners where we put together tailored insurance programs in areas such as professional indemnity, liability covers, vehicles, premises and equipment.

Second, we are setting up an affiliate company to offer mortgages, life insurance and health insurance for individuals and small businesses. We have found many of our clients are self-employed or own businesses where they need advice on how to protect themselves and their key employees in the event of death or sickness which can bring small businesses to a standstill. We will also provide specialist mortgage deals for self-employed, buy to let investors and expats returning to the UK.

What do you like about Scott Bader IC?

It’s a great environment, the gardens, the historical main house with a relaxed atmosphere. There is also a positive feeling of other small businesses around us working hard and getting things done.

The flexibility provided by Rita and team has been very helpful. We have already moved to a bigger office with no fuss and we add different elements of the office support package to meet our needs on a weekly or monthly basis.

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