Priority Summary of RecommendationsHousekeeping

1 Look& Feelshould be consistent across all websites

2 Branding & copyright should be TFP

3 Content Management System

4 Set up a facebook page

5 Set up a TFP group on Linked in

6 Post TFP Solo demo on Youtube

7 Set up TFP on Twitter

8 Forgotten Password/Username Reset

9 Management Information

10 No Service Level Agrrements with Suppliers

11 No Disaster Recover Plan

12 No Escrow Agreement with Peter Evans

Benefit Cost Complexity

Brand awareness Nil L

Brand awareness Nil L

Cost savings approx £2500 £1,000 L

Brand awareness Nil L

Brand awareness Nil L

Brand awareness/SEO Nil L

Brand awareness Nil L

cost savings >10% of staff/call volume >2K M

Reliability on KPI's TBC M

Business Continuity Nil L

Business Continuity Nil L

Business Continuity £2/3K L

Time to Market

1 day

1 day

3-4 weeks

1 day

1 day

1 day

1 day

2 weeks

4-8 weeks

4-8 weeks

4-8 weeks

4-8 weeks

Priority Summary of RecommendationsQuotes

1 Telephone number on portal

2 Web chat

3 Policy docs/Summary of cover on portal

4 Personalisation

5 Help/info field level

6 FAQ'S

7 Motor Certificate on portal

8 Scan & upload drivers licence/badge @POS

9 Flexi commission/fees

10 Quick Quote

11 Outbound sales on abandoned quotes

12 Rebrand/Improved Quote process

13 Progress Indicator

14 Add ons

15 No version control on quotations

16 DVLA Look up

Benefit Cost Complexity

Improved sales >1k L

Improved sales >£1.5k L

1,000 call per month >1k L

improved user experience >1k L

improved user experience >2k L

improved user experience/cost saving >1k L

cost savings M

cost savings M

improved user experience/sales >5k M

improved user experience/sales >£5k M

Improved sales >tbc M

Improved user experience /sales >£35K H

Improved user experience include in above L

increased sales include in above L

Reliability on KPI's >tbc H

improved user experience >75k H

>5k

Time to Market

1 day

2-3weeks

2-3 weeks

2 weeks

2 weeks

2 weeks

4-6 weeks

4-6 weeks

6-8 weeks

4-6 weeks

4-6 weeks

3-4 months

included in above

included in above

3-4 months

4 months +

Priority Summary of RecommendationsMid Term Adjustments

1 Correct Dept telephone number

2 Provide content for help screen

3 Automatic update to VIP's/MIB

4 Monthly Statements on the portal

5 Stop additional Temporary cover notes

Benefit Cost Complexity

1,000 call per month include in above L

Improved user expereince include in above L

Reduced reputational risk/compensation payments >1k M

Postage and staffing costs of sending paper statements >2k M

Compliance with RTA/reduced staff costs >5k M

Time to Market

1 day

1 day

3-4 weeks

3-4 weeks

3-4 weeks

Priority Summary of RecommendationsRenewals

1 Renewal under attack advise existing broker

Benefit Cost Complexity

Improved renewal retention nil L

Time to Market

1day

Priority Summary of RecommendationsClaims

1 Upload Claims process/docs

Benefit Cost Complexity

Improved user experience >1k L

Time to Market

1 day

Priority Summary of RecommendationsAccounts

1 Upload monthly statements

Benefit Cost Complexity

Cost Savings/ Improved user experience >2,5k L

Time to Market

2-3weeks

Priority Summary of Recommendations0 Housekeeping1 Look& Feelshould be consistent across all websites

2 Branding & copyright should be TFP

3 Content Management System

4 Set up a facebook page

5 Set up a TFP group on Linked in

6 Post TFP Solo demo on Youtube

7 Set up TFP on Twitter

8 Forgotten Password/Username Reset

9 Management Information

10 No Service Level Agrrements with Suppliers

11 No Disaster Recover Plan

12 No Escrow Agreement with Peter Evans

Quotes1 Telephone number on portal

2 Web chat

3 Policy docs/Summary of cover on portal

4 Personalisation

5 Help/info field level

6 FAQ'S

7 Motor Certificate on portal

8 Scan & upload drivers licence/badge @POS

9 Flexi commission/fees

10 Quick Quote

11 Outbound sales on abandoned quotes

12 Rebrand/Improved Quote process

13 Progress Indicator

14 Add ons

15 No version control on quotations

16 DVLA Look up

Mid Term Adjustments1 Correct Dept telephone number

2 Provide content for help screen

3 Automatic update to VIP's/MIB

4 Monthly Statements on the portal

5 Stop additional Temporary cover notes

Renewals1 Renewal under attack advise existing broker

Claims1 Upload Claims process/docs

Accounts1 Upload monthly statements

Benefit Cost Complexity0 0 0

Brand awareness Nil L

Brand awareness Nil L

Cost savings approx £2500 1000 L

Brand awareness Nil L

Brand awareness Nil L

Brand awareness/SEO Nil L

Brand awareness Nil L

cost savings >10% of staff/call volume >2K M

Reliability on KPI's TBC M

Business Continuity Nil L

Business Continuity Nil L

Business Continuity £2/3K L

Improved sales >1k L

Improved sales >£1.5k L

1,000 call per month >1k L

improved user experience >1k L

improved user experience >2k L

improved user experience/cost saving >1k L

cost savings >5k M

cost savings 0 M

improved user experience/sales >5k M

improved user experience/sales >£5k M

Improved sales >tbc M

Improved user experience /sales >£35K H

Improved user experience include in above L

increased sales include in above L

Reliability on KPI's >tbc H

improved user experience >75k H

1,000 call per month include in above L

Improved user expereince include in above L

Reduced reputational risk/compensation payments >1k M

Postage and staffing costs of sending paper statements >2k M

Compliance with RTA/reduced staff costs >5k M

Improved renewal retention nil L

Improved user experience >1k L

Cost Savings/ Improved user experience >2,5k L

Time to Market0

1 day

1 day

3-4 weeks

1 day

1 day

1 day

1 day

2 weeks

4-8 weeks

4-8 weeks

4-8 weeks

4-8 weeks

1 day

2-3weeks

2-3 weeks

2 weeks

2 weeks

2 weeks

4-6 weeks

4-6 weeks

6-8 weeks

4-6 weeks

4-6 weeks

3-4 months

included in above

included in above

3-4 months

4 months +

1 day

1 day

3-4 weeks

3-4 weeks

3-4 weeks

1day

1 day

2-3weeks

Product TFP offer ? Details

Breakdown Vehicle upto 11 year old

Vehicle over 11 years old

Taxi Liability £5million included as standard

Data Head Cover £2.00 per £1,00 sum insured

Taxi Legal Expenses included as standard

Wrong Fuel Cover Upto £1,500

Excess Protection Cover > £300

>£500

>£1000

Key cover >£1,500

Personal Accident >£120k

Private Medical Insurance

Key Man cover

Taxi Office cover

Other insurance products ?

Monthly Annually Monthly Annually

£60 +£5.00 DocFee £60 +£5.00 DocFee £7.49 £89.88

£8.99 £107.88

£5.99 £56.00

£29.00

£39.00

£49.00

£7.98 £95.76

£7.98 £95.76

Competitors PriceTFP Price

Other insurance products ?