About Plan Insurance Brokers

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Company profile >

Company profile

Plan Insurance Brokers is an independent, market leading commercial motor insurance brokerage.

We have arranged high quality cover and provided intelligent insurance solutions to the professional commercial motorists of the U.K. for over 25 years. By professional we refer to motorists who share an enhanced motoring mentality that stems from a dependence on their vehicle(s) being on the road.

We carefully select risks to ensure our clients’ benefit from being part of a collective of disciplined professional drivers. This astute approach enables us to negotiate with insurers to secure highly competitive rates on our clients’ behalf.

We understand and appreciate just how vital our clients’ vehicle(s) are to their businesses. For that reason we have designed and sourced a number of supplementary products that help to minimise the circumstances whereby a client of Plan might be rendered vehicle-less. We also do all we can to ensure that in the event of a claim our client’s vehicles are repaired or suitable replacements are supplied to them asap.

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Mission statement >

Mission statement

In every market that it operates, Plan seeks to modernise, streamline and add value on behalf of its clients.

By providing excellent service, expert advice and negotiating competitive prices, Plan Insurance Brokers ensure that year after year their loyal clients return to renew their policies with complete confidence in Plan’s independent guidance and professionalism.

Plan Insurance Brokers is totally independent and seeks to find its clients the most suitable and best value cover from an open insurance market. Value for money is not achieved by merely selecting the lowest available premium but by determining the quality of cover on offer. Plan Insurance Brokers believe that the level of expertise and depth of the knowledge required to provide this service is only achievable by an insurance specialist.

Employees of Plan are crucial to everything the company seeks to achieve. To help; ensure exceptional levels of client satisfaction Plan Insurance Broker’s team is highly trained and constantly motivated using innovative methods.

Organisational structure >

Organisational structure

When you communicate with Plan’s team of specialists they will quickly evaluate the type of policy and level of cover you require.

Plan focuses on delivering commercial motor insurance and supplementary business covers to its client’s via the following expert teams;

  • Motor Trade Insurance – quality motor trade cover if offered at competitive premiums on both road risk only and combined motor trade policies. Plan utilises bespoke software developed in-house to instantly quote an extensive panel of leading specialist trade insurers.
  • Taxi & Chauffeur Insurance – a full range of public and private hire insurance products are arranged including an exclusive chauffeur insurance policy. Plan has established itself as a market leader by supplementing exclusive rates with an extensive range of policy benefits and excellent customer service levels
  • Commercial Vehicle Insurance a wide range of commercial vehicle insurance markets are accessed to offer business owners both package and completely tailored insurance policies. Be it; an individual van courier, an HGV used for haulage or a fleet of vehicles business owners can rely on Plan to provide expert advice and great value premiums.
  • Business Insurance – Plan arrange highly competitive business insurance policies with quality cover supplied by leading commercial insurers. Our team are able to assist SME’s to large enterprises across a wide range of business sectors.
Company history >

Company history

Plan Insurance Brokers is a family run business. It was established back in 1989 by Peter Georgiades and his eldest son Scott. Peter was confident that with his expertise as an independent financial advisor and Scott’s youthful enthusiasm, a successful company could be born. They got the opportunity to realise that ambition when a struggling high street brokerage in Catford came on the market.

The newly formed company was called “Peter Scott Insurance” and specialised in personal lines insurance. To modernise the trading systems they took the then revolutionary measure of dispensing with hand written quote sheets and introduced desk top PC’s. Peter’s faith was not misplaced and throughout its first decade of trading the company flourished. So much so that in 1997 the business purchased Nicholas Paul Insurance and moved to West Croydon.

The advent of direct insurers in the late 90’s had rendered the outlook for traditional brokers relatively bleak so in early 2000 Peter decided to step up to the boardroom and his middle son Ryan joined as M.D. Ryan brought with him fresh verve, vital experience of the financial sector and a new perspective. He concurred with his father that on-line trading had completely usurped the role of the broker in personal insurance where policies had become standardised and traded like commodities. He realised that if the business was to remain relevant amidst changing times that a new direction was required. Thus he resolved to move the business towards non-standard specialist niche commercial motor product lines where a broker could provide a demonstrative value.

Ryan identified a small book of loyal motor trade insurance clients that the company held as providing the route forward. He noted that the intricate nature of this product lent itself perfectly to his vision. Therefore in his role as director of co-operate relations, Scott was charged with building key relationships with leading insurers to establish a competitive rating panel. The brokerage was also re-branded to become Plan Insurance. This new trading style facilitated brand extensions into additional product lines. This included the newly formed motor trade specialist department Trade Plan Insurance.

Significant financial investment was then made to develop a bespoke in-house computer system that would be capable of instantly quoting several insurers’ rates at once. This was a significant technological advancement for the motor trade insurance market. Many questioned whether it would eventually render the broker’s role obsolete as had been the case with personal lines products. However the nuances of each motor trade policy means that the broker continues to play a vital role in providing expert advice pre-sale.

In 2006, Peter’s youngest son Grant, and only child yet to be involved in the company on a permanent basis, left his successful media career to join his two brothers. He took up the role of director of marketing. On joining he successfully led the company’s focus away from traditional display advertising to on-line marketing channels and oversaw a major rebranding exercise within the company. Grant is responsible for all cross-channel marketing activity across Plan Insurance’s newly formed holding company, The Plan Group Ltd.

Also in 2006 Tony Gutteridge joined The Plan Group Ltd as Director of Taxi Plan Insurance. Tony left the relative safety of a position on the board of a leading taxi insurer to join the broking industry. He brought a detailed business plan to the directors of The Plan Group Ltd supported by over 20 years of underwriting experience in this specialist sector. The brothers were confident that with Tony’s underwriting knowledge, their marketing expertise and a supportive supplier on-board the Plan Insurance brand could be extended successfully in a similar manner to their buoyant Trade Plan Insurance. At the time of writing Taxi Plan Insurance is firmly established as a leading brand within the private hire insurance market.

In 2015 the company underwent its second brand refresh. In the 8 years since its last update the business had moved successfully into several new commercial motor insurance markets, each time creating a new sub-brand. With numerous trading names it was easy for communications to become confused. It made sense to bring the sub-brands together under the principal brand name, Plan Insurance. It was also decided that brokers should be appended in order to make clear the company’s position within the insurance market. So with a reworked logo and modernised website a refreshed Plan Insurance Brokers was unveiled.

Over the years to accommodate its growth, the company has moved premises from Catford, Waddon, Purley High Street and to their current offices on the Brighton Rd. However each time the Directors of Plan Insurance Brokers have sought to provide that personal touch and attention to detail that comes from being taken care of by a family run business.

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Careers >

Careers at Plan Insurance Brokers

Plan Insurance Brokers is part of The Plan Group Limited. The Plan Group Limited is constantly growing in its current markets and expanding into new ones. So we are always keen to hear from enthusiastic applicants looking to build a career in the insurance industry. Visit our careers page for more information.

Plan in the News >

Plan in the News

As thought leaders within the commercial insurance market Plan Insurance Brokers regularly provide the trade press with expert opinion on industry issues. To view updates on our latest press activity please visit our Plan in the News page.

Further information >