13th New Zealand Insurance Industry Awards Winners Booklet

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WITH THANKS TO OUR SPONSORS

PRESIDING JUDGE MESSAGE

Welcome to the 13th New Zealand Insurance Industry Awards.

On behalf of the Australian and New Zealand Institute of Insurance and Finance (ANZIIF), it is a pleasure to celebrate the outstanding achievements of individuals and organisations across New Zealand’s insurance industry.

These Awards recognise those who are building knowledge, connection and leadership across our industry. Each submission reflects a shared commitment to excellence, professionalism and innovation, driving our industry forward.

To our finalists and winners, congratulations. Your accomplishments demonstrate the very best of our industry and inspire others to lift standards even higher.

A sincere thank you to our judges, sponsors and organising committee for their dedication and support in bringing this event to life. Thank you also to everyone who shared their achievements and success through award entries. Your contribution supports the continued growth and professionalism of our industry.

Thank you for celebrating excellence and for contributing to the strength and professionalism of our industry.

2025 JUDGING PANEL

KATRINA SHANKS

CEO

ANZIIF

Katrina Shanks is Chief Executive Officer of the Australia and New Zealand Institute of Insurance and Finance (ANZIIF), leading its mission to raise professional standards across the insurance and financial services sectors through education, advocacy, and collaboration.

A chartered accountant, Katrina’s career spans audit, fund management, banking and governance. She owned her own accountancy practice before entering Parliament, where she chaired select committees and contributed to significant financial services reform.

Prior to ANZIIF, she was the inaugural CEO of Financial Advice New Zealand, uniting three industry bodies and strengthening the voice of financial advisers nationwide. Her leadership has consistently focused on policy development, professionalism and consumer trust. At ANZIIF, she champions capability building, inclusion, and future readiness, ensuring the industry continues to serve communities with skill and integrity.

Katrina’s strategic insight and commitment to people development make her a respected and influential leader across Australia and New Zealand.

MICHELLE ASHBY

Learning Manager

Suncorp Group New Zealand

Michelle Ashby brings nearly four decades of experience to her role as Learning Manager within Suncorp Group New Zealand’s People and Culture team. She oversees the learning budget and delivers technical, compliance and professional development programs across the organisation, building futureready capability and clear pathways for progression.

Known for diagnosing learning needs and designing frameworks that lift performance, Michelle has helped sustain a strong internal pipeline while the industry evolves. A Senior Associate (CIP) of ANZIIF, she has served on the Academic Council, Women’s Council and the New Zealand Branch Executive Committee, and now sits on the New Zealand Member Advisory Board.

Her advocacy for women in insurance and work to challenge bias have been recognised with an ANZIIF service award. Michelle credits flexible work for enabling her to balance company responsibilities with industry service.

Her philosophy is simple: invest in people, mentor generously, and drive change through education and inclusion.

Sales Manager NZ – Broking

Capricorn Risk Services

With more than 30 years in the New Zealand broking industry, Denise recently accepted a new role with Capricorn Risk Services’ Sales Manager NZ – Broking, managing a team of brokers and risk managers.

Prior to that, Denise was PSC Connect’s first NZ Compliance Manager for 6 years and secured three FAP licences for the PSC businesses, earning their High Achiever Award and supporting a network of more than 50 Authorised Bodies.

In 2013 Denise became Crombie Lockwood’s first female branch director in New Zealand, a milestone she cites as both a personal highlight and industry signal.

A Chartered Qualified Insurance Broker and ANZIIF Senior Associate, her experience has spanned large events including earthquake claims, branch operations and growth initiatives, whilst blending regulatory precision with client focus. Denise is committed to lifting professional standards and financial literacy, ensuring advice is transparent and accessible.

Away from work she enjoys listening to music and appreciating good food with family and friends.

Managing Director

McLarens

Appointed Managing Director of McLarens in 2024, Andrew Brooke brings more than 30 years of loss adjusting and leadership experience.

A Chartered Loss Adjuster with a Diploma in Loss Adjusting, ANZIIF Senior Associate and AICLA Fellow, he has managed complex and major losses nationwide as an Executive General Adjuster, guiding teams through commercial, manufacturing, retail, liability and construction claims.

Andrew’s governance record includes election to the CNZ Group National Board in 2010 and appointment as Board Chair in 2016. He led the organisation through strategic change and continued as Chair during the 2020 rebrand following acquisition by McLarens New Zealand.

Colleagues value his pragmatic approach, collaboration across stakeholders, and focus on efficient settlement without losing sight of people and community impact. As Managing Director, Andrew continues to combine operational depth with strategic direction, positioning McLarens to respond to largescale events while maintaining standards that support clients when it matters.

Specialist, Technical Insurance Capability

IAG

Tania Charles is Specialist, Technical Insurance Capability at IAG New Zealand, where she designs learning that connects technical excellence with customer and community outcomes.

Her programs have earned consecutive LearnX Platinum Awards for learning design. Beginning in Wellington with the State brand and later joining the Commercial Property Portfolio team in Auckland, Tania has held leadership roles within NZI and contributed significantly through IAG’s Internal Audit team.

She brings a rare combination of underwriting, auditing and capability development that supports trans-Tasman teams. Tania is committed to inclusive, bicultural learning and has continued te reo Māori studies through Te Wānanga o Aotearoa and Auckland University of Technology.

She holds a Diploma of Business Management from Massey University and is a Fellow of ANZIIF, with plans to undertake a Financial Advisers Qualification through ANZIIF.

FMG

Pete is a passionate supporter of the mutual model and how FMG is striving to help grow strong and prosperous rural communities.

Joining FMG in 2010, he is responsible for our Marketing and Propositions team and Chairs the Farmstrong Charitable Trust Board – the rural wellbeing programme co-founded by FMG.

Pete’s role also involves overseeing sustainability, focussed on ensuring the Mutual can continue to provide support for another 120 years.

Prior to joining FMG, he completed a PhD in Operations Research at Massey University and has worked in a number of technology-based management and consulting roles across various industries in Aotearoa New Zealand and the United Kingdom.

Wotton + Kearney

Craig Furness, is CEO, TAI, a division of Insurance Wholesale and Real Landlord Insurances, New Zealand-based Underwriting Agencies.

Prior to this appointment in April, Craig led Gallagher Bassett New Zealand as CEO for ten years, and Cosignia for eight. With a career spanning more than three decades, Craig has also held leadership roles at AXA, Colonial Mutual, Marsh and Mercer, and Sovereign Insurance.

Under Craig’s stewardship, GB’s New Zealand revenue expanded significantly, with the business becoming the country’s leading multi-disciplinary third-party administrator across Life and Health, Personal Injury, General Insurance and Occupational Health. He guided three acquisitions, broadened service lines and embedded quality assurance frameworks that support consistent client outcomes.

GB received the 2021 ANZIIF New Zealand Innovation of the Year for creative customer solutions, and in 2023, Craig led the organisation’s response to catastrophic events, including Cyclone Gabrielle. Craig also serves on the board of the New Zealand Underwriting Agencies Council.

Caroline Laband is a Partner at Wotton + Kearney with more than 25 years of experience in contentious insurance, including material damage, business interruption, D&O and financial institution claims. She has practised in New Zealand and the United Kingdom, advising on matters that have reached the Supreme Court.

Recognised by The Legal 500 and Chambers and named a 5-Star Award winner by NZ Lawyer and Insurance Business NZ, Caroline is known for clear advice, strategic thinking and collaborative problemsolving. Clients value her balance of technical depth and commercial realism in complex disputes and class actions.

Caroline also contributes to access to justice and professional standards through governance. She is a Trustee of the Auckland Community Law Centre and a Director on the Board of Justitia, which provides risk management and professional indemnity insurance solutions to legal practitioners.

Her leadership continues to shape the insurance law landscape in New Zealand.

TAI and Real Landlord Insurance

General Manager of Operations

Sedgwick

Sara Malins is General Manager of Operations at Sedgwick New Zealand, having dedicated 35 years to the organisation through senior roles across marine, loss adjusting, branch leadership, quality, training and regional management.

She began in 1988 in claims before joining Cunningham Lindsey’s marine team in 1990, building a reputation for hands-on leadership, client relationships and team development. In her national role, she oversees operational performance and service standards, mentoring emerging talent and driving continuous improvement.

Sara was featured in the Insurance Business Australia and New Zealand Elite Women 2024 report and the 2025 Hot List. She holds a Certificate in Business Studies, is an ANZIIF Senior Associate CIP, chairs the ANZIIF NZ Members Advisory Board and serves on the ANZIIF Claims Faculty Board.

Her focus is consistent: invest in people, optimise processes and deliver outcomes customers can trust. Sara’s influence continues to strengthen Sedgwick’s culture of excellence and the broader industry’s professional capability.

TAHLIA ROGERS-BROWN

Liability Underwriter

Zurich

Tahlia Rogers-Brown is New Zealand Liability

Underwriter at Zurich, with experience over 10 years spanning broking and underwriting across New Zealand and Australia.

With previous roles at Marsh, Aon and a Steadfast firm inform her commercial, client-first approach to risk. Tahlia is a recognised industry contributor who serves as Australasian Sponsorship and Partnership Manager on the YIPs ANZ Executive Board.

She is also a member of ANZIIF Generation i and ANZIIF Rising Stars in Insurance Committee, where she expands sponsorships and creates development pathways for emerging professionals.

Colleagues value her practical leadership, focus on wellbeing and commitment to inclusive teams where diverse perspectives thrive. Tahlia encourages early-career professionals to pursue growth through connection and stretch opportunities.

Her philosophy centres on authenticity, action and measurable impact. Through industry service and day-to-day underwriting, she is helping shape a more engaged and future-ready insurance workforce.

MARK SILVEIRA

Genral Manager, Industry Engagement

ANZIIF

Mark Silveira is General Manager, Industry Engagement at ANZIIF and a respected leader across general insurance and financial services.

With more than 40 years of experience, he has held executive and leadership roles including CEO, AR Group, AFMA IAAA insurance authorised representative group, National Sales and Marketing Director at OAMPS, General Manager at Steadfast Group in its formative years, and Head of Sales at TravelCard Australia.

Mark is known for strategic relationship building, sales leadership and advocacy, often presenting at board meetings, forums and industry events. He is also a keynote presenter, master of ceremonies, podcast host and professional actor.

As co-founder and host of the Business Made Personal podcast, he interviews prominent executives to share lessons from their careers.

Mark mentors and coaches professionals pro bono, guided by the belief that genuine relationships drive results. His approach is people-centred, outcomes focused and grounded in integrity.

REBECCA SLINGO

General Manager, Learning and Event ANZIIF

Rebecca Slingo is General Manager, Learning and Event at ANZIIF, with more than 27 years of experience creating capability solutions across publishing, broadcasting, legal and insurance. Eighteen years in insurance inform a pragmatic, innovative approach that links learning to strategy and measurable results. Rebecca leads ANZIIF’s learning strategy, challenging convention and delivering programs that are progressive, engaging and aligned to organisational goals. Her governance and industry contributions include four years as Treasurer of the Enterprise Registered Training Organisations Association and ongoing membership of the Financial Services Industry Reference Committee since 2019.

She is a Fellow of the Institute of Learning Professionals and a Member of the Australian Institute of Training and Development. Known for collaborative leadership and strength in complex projects, Rebecca builds high-performing teams and continuous improvement cultures. Her curiosity about global challenges, including climate and urban sustainability, shape a future-focused perspective that continues to lift professional standards across the sector.

THANK YOU

CONGRATULATIONS

TO THE 2025 AWARD WINNERS

Professional Services Firm of the Year

Small-Medium Broking Company of the Year

BLANKET ADVICE

Insurance Company of the Year

Service Provider to the

Large Broking Company of the Year

MARSH NEW ZEALAND

Broker Network of the Year INSURANCE ADVISERNET

Claims Team of the Year

AMI INSURANCE

Excellence in Workplace Equity, Diversity and Inclusion

Underwriting Agency of the Year DELTA INSURANCE

Insurance Company of the Year

Insurtech Start-up of the Year

Young Insurance Professional of the Year JAMES FLEET

Insurance Leader of the Year JIMMY HIGGINS

SUNCORP NEW ZEALAND

Thank you to our Corporate Supporters for your ongoing support

SMALL-MEDIUM BROKING COMPANY OF THE YEAR

BY

• TWG Financial Services

Newcomer Blanket Insurance has earned recognition as Small-Medium Broking Company of the Year for its exceptional blend of innovation, client care and people-first culture. Judges noted the brokerage’s ability to transform a small team into a highperforming, client-centric business within five years, driven by trust, strong relationships, and forwardthinking strategies.

A key initiative the judges called out was the launch of Blanket’s tailored, in-house domestic insurance product supported by an upgraded technology platform. This end-to-end automated system streamlined policy issuance, reduced errors, and freed staff to focus on high-value client interactions, ensuring faster, more personalised service and enhanced client confidence. Judges noted that this innovation not only improved operational efficiency but also reinforced the firm’s reputation for thoughtful, client-led solutions.

Excellence extends beyond systems to people. Blanket fosters a culture of continuous learning and professional growth, with fortnightly training sessions, monthly one-on-one development, and multiple team members attaining Level 5

qualifications. Judges were impressed by the firm’s commitment to staff development, low turnover, and internal promotion, which has helped maintain engagement and capability even as the team scaled.

The brokerage’s approach to customer care is equally outstanding. With each client assigned a dedicated broker and support team, responses are swift, complaints are resolved systematically, and vulnerable clients receive multilingual, tailored support. Judges noted examples of going above and beyond, including advocacy for clients facing financial or personal hardship, highlighting the firm’s empathy and integrity in action.

Beyond the office, Blanket Insurance demonstrates meaningful community contribution, providing volunteer leave, fundraising for local charities, and mentoring new entrants to the industry. Judges were wowed by the way these efforts strengthen both community ties and the next generation of insurance professionals.

Through innovation, ethical practice, and investment in its people, Blanket Insurance exemplifies what a modern, client-focused brokerage can achieve.

Wherever you’re at, with a Partners Life Journey Plan you can add or remove options to fit your life stage and budget. It’s trusted life and health protection with choice and flexibility when it counts.

Terms, conditions and eligibility criteria apply.

Life’s journey is full of twists and turns.

LARGE BROKING COMPANY OF THE YEAR

Marsh New Zealand

BY

A business of Marsh McLennan, Marsh New Zealand’s blend of innovation, operational excellence, people focus, and community commitment exemplifies leadership in the sector, earning it the 2025 Large Broking Company of the Year award.

Judges were impressed by the organisation’s innovative, client-focused solutions across complex risk environments, demonstrating leadership as a trusted partner to businesses nationwide. Marsh New Zealand stood out for its sophisticated strategic initiatives, including a comprehensive flood risk mitigation program for a healthcare provider, which combined advanced flood hazard data with asset vulnerability analysis to enhance resilience and reduce premiums. Judges also noted Marsh’s tailored approach to corporate clients, exemplified by the long-term partnership with a major transport provider, where innovative excess structures, enhanced claims strategies, and dedicated resources supported significant business growth and transformation.

Excellence extends beyond client service to people development. Marsh has embedded a culture of continuous learning through Marsh McLennan University, on-demand technical modules, and e-learning programs, which judges noted have significantly boosted staff engagement and capability.

Gender equity and flexibility were highlighted through the organisation’s enhanced parental leave policies, demonstrating Marsh’s commitment to inclusivity and supporting colleagues’ diverse needs.

Marsh was also recognised for its ethical and responsible business practices. The firm applies rigorous processes to uphold ethical standards and compliance, embedding six Client First Principles across operations and auditing adherence regularly. Vulnerable client protocols ensure those experiencing financial or personal hardship receive careful, prioritised support, reflecting a strong client advocacy culture.

In community and industry engagement, Marsh New Zealand goes above and beyond. The Taupō Ultra initiative, fundraising for youth mental health, and the delivery of the widely accessed New Zealand Insurance Market Update showcase commitment to social contribution and thought leadership. Judges were impressed by how Marsh connects deep industry expertise with broader community benefit, fostering transparency and resilience across the insurance landscape.

Peace of mind for NZ business.

At NZI, we’re proud to sponsor the ‘Large Broking Company of the Year’ category at the ANZIIF 13th New Zealand Insurance Industry Awards.

This category honours those who deliver exceptional service, demonstrate leadership, and build trust with every policy written. We congratulate all awards finalists and winners. Your commitment to excellence strengthens our industry and supports the communities we serve.

As we celebrate these achievements, we also reflect on what they stand for: confidence, care, and the kind of expertise that gives New Zealand business something priceless - peace of mind.

BROKER NETWORK OF THE YEAR

Insurance Advisernet (IA) once again secured Broker Network of the Year due to its ability to combine longterm stability with forward-thinking innovation. Judges noted the organisation’s strong adviser retention, supported by an annual Adviser Feedback Survey and a sophisticated environment that includes dedicated support teams, professional development programs, and world-class technology. This approach has created a culture where advisers feel valued and connected.

Judges highlighted two standout initiatives that demonstrate innovation and strategic foresight. First, the introduction of ARIA, a closed artificial intelligence platform designed specifically for general insurance advisers, was recognised as a marketfirst tool that enhances efficiency and advice quality. Second, the Multi-Quote Bot and Webforms were praised for streamlining data collection and quote comparisons, enabling advisers to spend more time on client relationships rather than administration. These solutions reflect a commitment to embracing technology to improve customer experience and adviser productivity.

In the area of staff care, judges noted Insurance Advisernet’s holistic approach to attracting and retaining talent, including national networking

events, flexible working arrangements, and a robust learning management system offering CPD-rated training. Diversity and inclusion were evident through initiatives such as Wellness@IA and mental health support programs, which foster a safe and supportive workplace.

Community contribution stood out through the network’s fundraising for Nurturing Families NZ, a grassroots charity providing wraparound support for vulnerable families. Judges commented on the genuine engagement of advisers and staff in this initiative, demonstrating a shared commitment to making a tangible difference.

Judges also recognised Insurance Advisernet’s contribution to thought leadership. The network actively shares educational content on social media, delivers targeted client campaigns, and supports industry development through IBANZ, ANZIIF, and YIPS. These efforts showcase a dedication to promoting the value of insurance and nurturing the next generation of professionals.

UNDERWRITING AGENCY OF THE YEAR

Delta Insurance

Delta Insurance’s ability to combine technical excellence with genuine customer care set a new benchmark for underwriting agencies, earning it the title of Underwriting Agency of the Year.

Judges were impressed by Delta’s thoughtful approach to innovation, service and community impact. The agency’s AI-powered automation tool for Commercial Motor Vehicle submissions was a standout initiative. Developed in partnership with AWS, it transformed a previously manual and error-prone process into a streamlined, intelligent system—delivering faster, more consistent outcomes for brokers and clients alike.

Beyond technology, Delta demonstrated a deep commitment to supporting people—both within the business and across the wider community. Judges noted the introduction of a dedicated Claims Broker Relationship Manager, a role designed to strengthen broker engagement and provide tailored training on emerging risks. This initiative reflected Delta’s broker-first ethos and its investment in long-term relationships.

Staff development was another area of strength. Delta offers four days of study leave annually, and all employees with underwriting or claims authority hold the ANZIIF Level 5 Certificate—despite not being

required to do so. Leadership capability is nurtured through programs like Icehouse and TetraMap, with over 90% of the New Zealand team participating in behavioural and collaboration training.

Judges also highlighted Delta’s environmental and social contributions. The team’s hands-on involvement with the Motutapu Restoration Trust saw 14 staff members dedicate a full day to native forest regeneration, supported by financial contributions for transport and supplies. Delta’s ongoing sponsorship of GirlBoss and its support for STEM education for young women further demonstrated a commitment to inclusion and empowerment.

From operational maturity to ethical leadership, Delta impressed across the board — delivering meaningful impact through innovation, empathy and action.

GENERAL INSURANCE COMPANY OF THE YEAR

AA Insurance has been recognised in this category for its outstanding customer focus, innovative thinking, and meaningful contributions to the community. Judges praised the company’s consistency, transparency, and commitment to doing the right thing — qualities that make it a trusted and admired insurer.

Customer care sits at the heart of AA Insurance’s success.

The company consistently tops independent brand and satisfaction rankings, including recognition from both Kantar and Consumer NZ. Its approach to claims is widely admired: many claims are accepted on first contact, customers are supported with regular updates, and specialist teams ensure a seamless, one-contact experience. A strengthened complaints process means most issues are resolved at first point of contact, with training programs embedding empathy and care at every stage.

Innovation is another defining strength. In response to rising living costs, AA Insurance partnered with Money Sweetspot to offer compassionate financial hardship support—going well beyond standard cover adjustments. Customers were given access to tailored solutions such as premium waivers and budget services referrals, helping them to stay protected during difficult times. At the same time, the company launched an AI Centre of Excellence,

inviting employees to safely experiment with new technologies and submit real-world test cases. Judges highlighted this as a responsible and people-first approach to innovation, ensuring technology enhances rather than replaces human connection.

AA Insurance’s investment in people is equally impressive. Continuous learning is encouraged through leadership forums, LinkedIn Learning, and diversity and inclusion programs, while secondments and career coaching help employees to grow and progress. Judges commended the breadth of initiatives, noting how strongly they contribute to both employee engagement and customer outcomes.

Community contribution is another hallmark. Through its Motor Social Impact programme, AA Insurance supports the United Fire Brigades’ Road Crash Rescue Challenge, donating vehicles for simulations and volunteering staff to strengthen the life-saving skills of volunteer firefighters. It also engages proactively with local councils on climate resilience, helping shape sustainable solutions for New Zealand’s future.

With excellence spanning customers, employees, innovation, and community, AA Insurance embodies the very best of the industry — making it a truly deserving winner of General Insurance Company of the Year.

AMI Insurance CLAIMS TEAM OF THE YEAR

In a strong field of candidates, AMI Insurance secured the distinction of 2025 Claims Team of the Year for its outstanding innovation, customer focus and operational excellence.

Notably, the judges were impressed by AMI Insurance’s unwavering commitment to putting customers at the centre of every decision and consistently demonstrating empathy. Judges emphasised the team’s ability to combine technology, process improvement, and human care to transform the claims experience, setting them ahead of their peers. Across FY25, the claims team delivered a stepchange in service, with a strong uplift in customer NPS reflecting the tangible impact of its initiatives.

AMI’s approach to claims innovation and customer care uses automation and intelligent systems to accelerate triage and settlement. Its Knock4Knock system, integrated with forecasting models, quickly allocates claims to the right repairer while reducing manual effort. This drives faster settlements, improves customer satisfaction, and frees assessors to focus on complex, high-impact cases. Judges were wowed by the scale and efficiency of these solutions, noting that more than 149,000 bot-led transactions returned over 5,600 hours to the business, enhancing speed, transparency, and reassurance for customers.

The team’s community-focused approach further distinguished it. The Habitat for Humanity partnership saw 229 volunteers contribute 1,160+ hours to assist families with home repair, Healthy Homes packs, and ReStore projects, demonstrating a proactive commitment to risk reduction and wellbeing. Judges highlighted the Major Event Response, exemplified during the Mangawhai tornado, where proactive customer contact, on-the-ground assessors, and rapid HomeHub deployment provided immediate safety and support.

AMI Insurance was praised for its strong culture of learning, ethical practice, and staff development. These efforts exemplify a team that leads with purpose and delivers excellence when it matters most. Judges noted that AMI not only reimagined claims management but also invested in its people, through structured training, continuous development, and recognition programs, ensuring employees are empowered to provide exceptional customer care, drive community impact, and uphold industry standards.

LIFE INSURANCE COMPANY OF THE YEAR

Partners Life

• Asteron Life

• Fidelity Life

Partners Life has been awarded Life Insurance Company of the Year for its exceptional performance across customer service, staff care, diversity and inclusion, community contribution and industry leadership.

At the core of Partners Life’s success is its unwavering commitment to customer outcomes. Its Customer Outcome Matrix survey, which captures feedback at the point of advice, has become a powerful tool for improving clarity and engagement. The company’s Claims QA Success Program sets a benchmark for empathetic and professional service, with monthly reviews ensuring every interaction meets high standards of care and communication.

A holistic approach to people development was a standout feature of Partners Life’s submission. Judges commended the company for the “significant time and energy invested in talent growth and retention,” describing its initiatives as “impressive and clearly embedded into the culture”. Staff are supported through tailored development pathways, resilience programs and inclusive leadership training. The Global Mobility Program, offering international secondments, was highlighted as a standout initiative fostering career growth and cross-cultural learning.

Partners Life’s commitment to diversity and inclusion is reflected in its GenderTick accreditation and valuesdriven leadership. Ethical decision-making is actively promoted through unconscious bias training and recognition programs that celebrate integrity and fairness.

In the community, Partners Life’s sponsorship of Banqer High and Banqer Beyond demonstrates its dedication to financial literacy. These interactive platforms help students and adults understand personal risk and insurance through real-world simulations and gamified learning.

The company also plays a leading role in shaping the industry, with staff contributing to 14 Financial Services Council committees, including three chairs. Its free adviser training programs and high retention rates among new advisers reflect a genuine investment in the future of financial advice.

INSURTECH START-UP OF THE YEAR

Folio takes home Insurtech Start-Up of the Year for delivering practical, broker-driven change across multiple markets.

A broker-first SaaS platform, Folio is purpose-built to remove admin friction and restore the human connection at the heart of insurance distribution. Designed by brokers for brokers, Folio gives brokerages full control of their data, streamlines workflows, and delivers features that let brokers spend less time on screens and more time with clients.

Judges praised Folio’s clarity of purpose and practical delivery. They were impressed by the platform’s broker-centric design and co-development approach — real features born from live broker pilots and focus groups. Judges described the start-up’s roadmap features, including FolioPay, the Client Portal and Platform 3.0 vision as compelling examples of meaningful innovation that solve everyday pain points. They were excited to see FolioPay simplify payments, the Client Portal improve client transparency, and Platform 3.0 promise personalised AI assistants integrated into brokers’ existing ecosystems.

impact, especially its strong adoption across the region. Equally, broker reports told of a substantial reduction in processing time — a tangible efficiency gain that returns hours to client-facing work. The company’s high first-call resolution rate support was called out as a sign of usability and excellent broker service.

Folio’s partnership with Community Broker Network (CBN) and strategic integrations with capacity providers were recognised as validating moves to accelerate regional growth and demonstrate commercial traction. Judges appreciated Folio’s disciplined start-up methodology — iterative sprints, live pilots and continuous feedback loops — which showed rigor, responsiveness and rapid refinement.

Folio’s thoughtful balance between product design and disciplined execution delivered clear broker benefits. Ultimately the judges rested their decision by its regional momentum, and the way the platform converts operational efficiency into stronger brokerclient relationships.

• InsuredHQ

Judges also noted Folio’s evidence of real-world

PROFESSIONAL SERVICES FIRM OF THE YEAR

McLarens

• Finity

• Morgan Project Services

• Sedgwick

• Wotton Kearney

McLarens has earned the title of Professional Services Firm of the Year for its forward-thinking approach to claims management, its deep investment in people, and its unwavering commitment to community and industry leadership.

At the heart of McLarens’ success is its customerfirst ethos, defined by delivering fair and equitable outcomes for all claim participants. Its innovative Customer Portal and real-time performance dashboards enable transparent feedback and continuous improvement.

Judges praised the company’s excellence in managing complex legislative requirements, high quality natural hazard claims reporting and robust compliance rate in a recent audit.

McLarens’ investment in people is equally impressive. Its Employee Value Proposition, built around purpose, place and progress, underpins a culture of empowerment and growth. More than $250,000 was invested in professional development, with staff actively contributing to thought leadership across ANZIIF, AICLA, NZILA and other industry bodies.

Judges highlighted McLarens’ “comprehensive submission” supported by extensive data, including an impressive internal promotion rate and strong engagement scores well above industry benchmarks.

Diversity and inclusion are embedded through a calendar of meaningful events, from Māori Language Week to Pride and Mental Health Awareness. Staff wellbeing is supported through initiatives like subsidised transport and 24/7 access to medical and psychological care.

McLarens’ community impact is deeply personal. Through its Day of Service, staff volunteered with Ronald McDonald House Charities, preparing meals and donating essential items. This initiative fostered connection and purpose, reflecting the company’s values in action.

As a thought leader, McLarens continues to advocate for the role of independent adjusters in protecting communities and judges also noted its “proactive role in engaging with the FMA,” to ensure the industry remains equipped to respond effectively in times of catastrophe.

IVAA Claims SERVICE PROVIDER TO THE INSURANCE INDUSTRY

IVAA Claims takes home the Service provide to the Insurance Industry once again this year due to its unwavering commitment to customer care and ability to deliver personalised service in an increasingly digital environment. Judges praised the company for consistently rising above standard practice by assigning a dedicated case manager to every claim, ensuring continuity and clarity for customers. This one-to-one approach is complemented by innovative tools such as Loupe, which provides real-time feedback visibility and immediate escalation of concerns, reinforcing IVAA’s mantra: “Help your customer replace their items.”

• Johns Lyng

• RedBook

• Simfuni

• Xceedance

Judges highlighted IVAA’s proactive stance on customer satisfaction and retention. Every claimant is invited to provide feedback, which is shared transparently with staff and insurers. Supplier performance is also tracked through visible feedback profiles, creating a culture of accountability and continuous improvement. Examples such as overseeing jewellery replacements and supporting hearing aid claims for vulnerable customers demonstrate IVAA’s ability to combine speed with empathy.

In people development, judges noted IVAA’s

comprehensive framework of eight priorities, including fully sponsored professional qualifications, mentoring programs, and flexible work arrangements such as a four-day week. Initiatives like “Friday Fab Feedback” and IVAA Tokens for performance recognition foster engagement and retention. This investment has translated into measurable outcomes, including industry-leading employee satisfaction and progression stories such as team members advancing to leadership roles or completing postgraduate studies.

Judges also commended IVAA’s commitment to diversity and inclusion through Wellness@IVAA and mental health support, as well as its innovative “Charity Choice” campaign. By pledging $10,000 and allowing insurer staff to direct donations to local causes, IVAA created an interactive, collaborative approach to community impact.

Finally, IVAA’s contribution to thought leadership stood out. Its fraud prevention workshops and shared deterrence techniques, offered at no cost to industry peers, reflect a genuine commitment to strengthening the insurance ecosystem.

EXCELLENCE IN WORKPLACE DIVERSITY, EQUITY AND INCLUSION

AA Insurance

AA Insurance is congratulated for securing its second award of the evening, a remarkable achievement in a highly competitive field. Judges agreed the company’s sophisticated submission demonstrated leadership in building an inclusive, equitable and diverse workplace that goes far beyond compliance.

Judges described AA Insurance’s people-first approach and Diversity Equity and Inclusion (DEI) strategy as “dynamic, authentic and deeply embedded in culture.” In particular, they highlighted the organisation’s Employee Action Groups (EAGs) which delivered 24 organisationwide events and shaped inclusive policies such as the Gender Affirmation Policy, making AA Insurance the first general insurer on Aotearoa’s Pride Pledge Register.

The Pride Pledge partnership, independent audits, and inclusive leadership training were praised as “bold and sector-leading,” complemented by high-profile initiatives like Big Gay Out and Pride Month celebrations.

Cultural inclusion was another standout. Initiatives such as Te Wiki o te Reo Māori campaigns, Matariki celebrations, and sponsorship of the Mana Moana Choir reflect a deep commitment to tikanga Māori and Pacific values which nurture authentic cultural connection and belonging.

Social impact was woven into AA Insurance’s core business through the Motor Social Impact Programme, which includes the long-running Sponsored Apprentice Programme and the life changing Wheels of Hope initiative, which refurbishes vehicles for whānau in need.

Judges also commended Te Waharoa, a 10-week programme co-designed with iwi partners to reconnect young Māori with their roots while building practical skills and employment pathways – describing it as “a powerful example of linking business capability to community resilience.”

Neurodiversity inclusion was recognised for its depth and reach. The Neurodiversity EAG partnered with ADHD advocate Alex Campbell to deliver workshops and leadership training, influencing hybrid work policies and developing sensory-friendly spaces. Judges remarked that these initiatives “demonstrate genuine care and structural change”.

AA Insurance’s roadmap, visible leadership, and measurable outcomes set a benchmark for diversity, equity and inclusion in the industry.

YOUNG INSURANCE PROFESSIONAL OF THE YEAR

James Fleet, Fidelity Life

SPONSORED BY

FINALISTS

• Aurora Murati

Marsh

• Caitlin Barclay

Wotton Kearney

• Hannah Brocket

Marsh

• Henry Wiseman

Partners Life

• Kamal Iran

AA Insurance

• Maaru Senthil

Vive Financial Advisers

James Fleet, Head of Strategy & Performance at Fidelity Life, is a standout leader whose career reflects clarity, courage and impact. Joining the insurance industry at 26, James brought with him a strong foundation in behavioural science, holding a Master of Science with First Class Honours in Psychology. His early roles in HR at IAG laid the groundwork for a career focused on aligning people and performance to drive meaningful outcomes.

Since joining Fidelity Life in 2022, James has rapidly progressed, earning the trust of the executive team and being promoted to Head of Strategy & Performance in 2024. His top achievement this year was leading the development and rollout of Fidelity Life’s new organisational strategy—setting a bold 10-year ambition and a focused 3-year commitment. Judges praised this as a “wow” moment, noting the strategy’s clarity, measurable impact, and alignment across board, executive and staff levels.

James’s influence extends beyond his role. He contributes to industry thought leadership on AI, ESG, and governance, mentors emerging professionals, and actively supports community initiatives that promote financial wellbeing. Judges

highlighted his “great contributions to the insurance industry” and his ability to “lift the industry as a whole.”

His career goals reflect a commitment to broadening his impact—gaining M&A experience, influencing at board level, and mentoring future leaders. Judges commended his clear development plan and his focus on shaping a resilient, inclusive and futureready sector.

James’s leadership blends empathy with strategic insight. As one judge noted, “There aren’t many people his age who have had the trust of an executive team to help align purpose, strategy and performance.” His win is a testament to the power of purposeful leadership and a signal of the bright future ahead for insurance in Aotearoa.

INSURANCE LEADER OF THE YEAR

• Bronwyn Kirwan

• Gemma Lord

Jimmy Higgins has been recognised for his exceptional leadership in strengthening the role of insurance as both a public good and an economic stabiliser for New Zealand. Judges commended his ability to unite government, industry, and communities in tackling the country’s most pressing resilience challenges, while building a culture of inclusion, accountability, and compassion across his organisation.

In the past year, Jimmy’s influence has been instrumental in shaping national climate policy. As the sole insurance representative on the Ministry for the Environment’s Independent Reference Group, he ensured that the National Adaptation Framework embedded risk transparency, shared-cost principles, and long-term affordability for New Zealanders. His advocacy gave the insurance sector a credible voice at the policy table and helped position insurance as a key enabler of national resilience.

Jimmy’s leadership was equally visible in moments of crisis. When severe flooding struck Wairoa in 2024, he was among the first industry leaders on the ground, coordinating with councils, the Earthquake Commission and other insurers to accelerate claims and community support. His presence turned a local emergency into an exercise in trust-building, demonstrating that insurers can be compassionate partners in recovery.

A hallmark of Jimmy’s leadership is giving back. He has driven community education initiatives to help homeowners understand climate risk, led political briefings to strengthen insurance literacy, and mentored emerging leaders through professional development programs. His inclusive leadership style has opened pathways for women and under-represented professionals to move into senior roles, fostering a more diverse and representative industry.

Through his consistent advocacy, global insight and human-centred approach, Jimmy has elevated how insurance is understood and valued in New Zealand; as a mechanism that underwrites national confidence, protects livelihoods and drives resilience. Judges praised his legacy of credible, values-based leadership that balances commercial realism with social purpose, leaving the industry stronger, more trusted and better prepared for the future.

THE LAST WORD

This year has proven that strength is found in people — our employees, customers and communities. Amid ongoing economic challenges, the insurance industry has demonstrated that adaptability and innovation are essential to resilience. Organisations are increasingly investing in their people, prioritising professional development and inclusive workplaces, recognising that empowered employees are key to exceptional customer service. Customers remain central, motivating us to continuously improve, even in difficult times.

Innovation has defined the year, with advances in digital transformation, data utilisation, and creative product design showing that progress is possible regardless of the climate. The industry is encouraged to maintain bold thinking in the future. Community engagement is fundamental, as insurers focus on initiatives that positively impact Aotearoa’s diverse population and nurture upcoming insurance talent, proving success is measured by more than profit.

We thank our judges for their expertise and commitment to recognising excellence, and congratulate every nominee and winner for setting the industry standard. Deloitte is proud to partner with you on this journey. We also extend gratitude to the ANZIIF team for their efforts and for inviting Deloitte to oversee the judging process. Here’s to another year of growth, innovation and outstanding service.

Bryant

13TH NEW ZEALAND INSURANCE INDUSTRY AWARDS

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13th New Zealand Insurance Industry Awards Winners Booklet by ANZIIF - Issuu