I connected with Paul and Compliance Advocacy Solutions to help me understand the insurance industry as I explored opportunities for Uprise. Paul’s deep understanding and knowledge of the insurance industry was apparent from our first conversation. Paul quickly understood my business and was able to provide relevant insights that met my needs and expectations. When I need access to an insurance expert Paul is always my first port of call. Paul genuinely places the interest of the customer at the heart of everything he does. I would recommend Paul for insurance industry consultancy.

“Considering the continued growth and development of our business in Australia and in light of the current regulatory environment, we thought it would be the perfect opportunity to stocktake and bring the customer lens into a compliance health check review. That is when we came across Paul and Compliance Advocacy Solutions.

It was evident that Paul’s extensive experience within the Industry allowed him to quickly understand our business structure and our place as players in the industry. Paul listened to my concerns, checked in with me regularly and made us feel like his only client, tailoring a comprehensive package for our company. His level of transparency, ethics and passion for customer advocacy as well as the Insurance industry were paramount during our engagement.

Compliance Advocacy Solutions tackled the essential aspects of the compliance health check for online insurance distributors/service providers. The insights provided helped our team to gain further clarity of how to improve our processes, procedures, training, messaging and documentation in a compliant manner and with the customer in mind.

I would recommend Compliance Advocacy Solutions for all Compliance & Governance consultancy. It will be an asset to any company.”

Paul was fantastic to work with. He approached the work in the utmost professional manner and went above and beyond, what was expected. He has enabled us to better understand and formulate strategies, that will enable MoneyLoop to move forward with confidence.