The document provides recommendations to improve various aspects of the TFP business. It includes 16 recommendations to improve websites and branding, 12 recommendations to improve the online quote process, 5 recommendations for mid-term adjustments, 1 recommendation for renewals, 1 recommendation for claims processing, and 1 recommendation for accounts. For each recommendation, it outlines the expected benefits, costs, complexity level, and estimated time to implement. The overall recommendations aim to enhance the customer experience, drive sales, and improve business operations.

1. Priority Summary of Recommendations
Housekeeping
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

2. 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

3. 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

4. Priority Summary of Recommendations
Quotes
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

5. 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 >5k 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

6. 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 +

7. Priority Summary of Recommendations
Mid 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

8. 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

9. Time to Market
1 day
1 day
3-4 weeks
3-4 weeks
3-4 weeks

10. Priority Summary of Recommendations
Renewals
1 Renewal under attack advise existing broker

11. Benefit Cost Complexity
Improved renewal retention nil L

12. Time to Market
1day

13. Priority Summary of Recommendations
Claims
1 Upload Claims process/docs

14. Benefit Cost Complexity
Improved user experience >1k L

15. Time to Market
1 day

16. Priority Summary of Recommendations
Accounts
1 Upload monthly statements

17. Benefit Cost Complexity
Cost Savings/ Improved user experience >2,5k L

18. Time to Market
2-3weeks

19. Priority Summary of Recommendations
0 Housekeeping
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
Quotes
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
Mid 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
Renewals
1 Renewal under attack advise existing broker
Claims
1 Upload Claims process/docs
Accounts
1 Upload monthly statements

20. Benefit Cost Complexity
0 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 0M
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

21. Time to Market
0
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

22. 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 ?

24. TFP Price Competitors Price
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
insurance products ?