Partners& - Spring Magazine, Top tips and key insights!


Partners& scores gold in first Investor In Customers survey

Partners& has been awarded Gold status by Investor in Customers (IIC), an independent assessor and benchmarking organisation specialising in client relationships, as part of its client experience programme.

Having launched in April, 2020 is the first year Partners& has completed the IIC survey, which marks the start of its journey to be the leading insurance advisory business in the UK.

IIC Award 2020 Gold

Partners& believes that the best client solutions are formed on the intimate understanding of a client’s needs and opinions. The survey is a fundamental first step to obtain client and employee views on how well they listen to their clients and respond to their feedback and ideas. More than 1,000 clients shared their experience with Partners& and its foundation businesses across four dimensions:

  • Understanding clients
  • Designing solutions that meet client needs
  • Delighting clients
  • Building loyalty

The results are calculated to also produce a Net Promoter Score, which answers the question, “How likely are you to recommend this company”.

Each of the Partners& companies, CGI, La Playa and Versatile, took part on the survey.

This assessment identified a strong client centric culture across the businesses that Partners& has brought together. It is unusual to see such strong scores across the board in a first assessment, many companies work towards this level of achievement over a number years. The results show an organisation with highly engaged people focused on delivering an outstanding experience to their clients.
Charlie Williams, CEO of CXCO Ltd
We’re delighted with the results. We’ve brought together high-quality, like-minded businesses that really do deliver a great service to clients. Our focus is on continuous improvement, and the results of the survey highlight areas we can fine tune to deliver the best insurance advisory service to our clients. Our clients have told us what they are looking for, and now we are putting measures in place to respond to that feedback. Our plan will drive our strategy around learning and development, relationship management and the services we provide.
Phil Barton, CEO

About Partners&

Partners& is a Chartered insurance broker providing specialist insurance, employee benefits, risk management and claims advice to businesses and private clients. As the next generation insurance advisory business, Partners& combines the best traditions of insurance broking (relationships and technical knowledge) with state of the art systems and technology to enhance the client experience.

For more information, contact Malia Brown on or 07919 551962 or visit