AI in Insurance Isn’t Just Working the Back Office Anymore

When people picture AI in insurance, they tend to imagine it behind the scenes: fraud models flagging suspicious claims, actuarial engines repricing risk, document extraction tools feeding data into legacy systems. That picture is increasingly out of date. Across the US, UK and Europe, insurers and insurtechs are putting AI directly in front of customers […]
Why Trackdesk is the Affiliate Infrastructure Finance and Insurance Brands Have Been Missing

Affiliate and partner programs have quietly become one of the most reliable growth channels in financial services. Lenders, prop trading firms, wealth managers and insurance groups are all discovering that referral-led acquisition can outperform paid media on both cost and quality of customer. The catch is that finance and insurance come with a set of […]
Why Distribution Matters as Much as Creation: Getting Your Content Seen in Financial Services

Financial services and insurance firms have become much better at creating content over the last few years. Compliance and marketing teams are now more adept in producing useful, accessible thought leadership within appropriate regulatory controls, marketing budgets have shifted towards content-led marketing, and most regulated firms publish a steady stream of articles, guides and commentary […]
Building AI Agents in UK Insurance and Finance: Why “Move Fast” Doesn’t Work Here

Every board pack in financial services now has an AI agenda item. Every marketing team is being asked to “do something with agentic AI.” And every CEO knows that the firms who get this right first will have a genuine advantage in cost, speed and customer experience. The problem isn’t ambition. It’s that AI agents […]
Is AI-Generated Insurance and Personal Finance Content “Advice” Under UK Law?

When someone asks a chatbot which life insurance policy suits their circumstances, or how much they should be putting into a pension, could the response amount to regulated financial advice? The answer hinges on what’s actually said, not on who — or what — says it. The legal test hasn’t changed Whether content is generated […]
How to Build an Affiliate Programme for a Finance or Insurance Startup

An affiliate programme lets comparison sites, finance bloggers, cashback platforms, and content publishers drive qualified traffic to your product — paid only when it converts. For finance and insurance brands, this makes acquisition cost predictable and scalable without the auction-driven volatility of paid media. Unlike referral marketing, which relies on your existing customers, affiliate marketing […]
How to Build a Referral Programme for a Finance or Insurance Startup

A referral programme turns existing customers into an acquisition channel — rewarding them for recommending your product to people they know. For finance and insurance brands, this is one of the highest-trust, lowest-cost ways to grow, because people buy financial products on recommendation more than almost any other category. Done properly, a referral programme reduces […]
The best affiliate networks for UK insurance and finance brands

Choosing the right affiliate network is one of the most consequential decisions you will make when setting up or relaunching a finance or insurance affiliate programme. The network determines which publishers you can access, what tools you have to manage the programme, what it costs to get started, and how much support you will receive. […]
How to start an affiliate programme for a UK financial services brand

Affiliate marketing is one of the most cost-effective ways to grow a finance or insurance business. You only pay when someone delivers a result — a lead, a sale, an account opening. There are no wasted impressions, no upfront media costs, and no guessing whether your spend is working. But starting an affiliate programme for […]
Broker website health check

Most insurance brokers know their website could be working harder. The problem is finding the time to review dozens of pages, check compliance wording, identify outdated content, improve SEO and make sure AI-generated copy actually sounds like a human wrote it. That’s where our Broker Website Health Check comes in. For a fixed fee of £645 […]