Kelly Phillips

Senior Business Development Quality Manager

Kelly supports member firms in all areas of protection , offering guidance on technology , events , and provider training . She works closely with firms to drive business growth and collaborates with provider partners to improve business persistency , ensuring better customer outcomes and increased profitability .

Get in touch k . phillips @ simplybiz . co . uk 07834733988

Shaun Riley-Potente

Telephone Account Manager

Katie Roberts Agency Administrator

Shaun is the first point of contact for member firms seeking support in protection , technology , and provider training . Through the protection helpdesk , he assists firms in building protection knowledge and works with provider partners to deliver positive customer outcomes and more profitable businesses .

s . riley-potente @ simplybiz . co . uk protection @ simplybiz . co . uk 07483 977 408 01484 439 121 - Protection

Katie ensures a smooth agency setup process , connecting firms to enhanced commission rates and maximising earning potential . She provides clear guidance on novations and pre-FCA support , helping firms transition seamlessly . Katie also fosters strong partnerships with firms going directly authorised and trusted provider partners to achieve the best results .

k . roberts @ simplybiz . co . uk agencies @ simplybiz . co . uk 01484 443388 – Direct 01484 439 133 - Agencies 01484 439 121 - Protection

8 | Protection Adviser Online