Rothbury launches interactive invoice

Published Date: 06th Nov 2017 | Category: News

Rothbury Insurance Brokers has rolled out a new innovative invoice designed to enhance client experience and provide them with an instant connection to the company.

“An invoice is not the first thing that comes to mind when connecting and staying in touch with our clients and is often overlooked,” says Rothbury Managing Director Roger Abel.

“Client touchpoints are a big deal to insurance brokers and this is a great opportunity to connect with our clients and provide them with the confidence that we’ve got their needs covered.”

Gone is the old fashioned layout with dense terms and conditions, and perforation for cheques that are seldom used. Instead the invoice creates a personal touchpoint with clients, featuring brokers’ photos, contact details, improved readability and interactive payment options for monthly instalment or payment online.  

“We expect the interactive invoices will also reduce our aged receivables as clients click through and take action directly from the invoice,” says Abel.

“Research has gone into this. We looked at others in the industry, as well as telcos and utilities, to see how they presented information to clients. Then we went about setting up a cross-functional team from finance, IT, broking and marketing to develop something that would be clear, friendly and helpful for our clients.”

“It’s taken time to nail the technical aspects and there have been some challenges along the way, but the technology we have now gives us more efficient processes and  can customise our invoices to promote products and schemes, and ultimately provide a more personalised experience to clients.”

Rothbury is the largest majority New Zealand owned general insurance brokerage and sends out more than 82,000 invoices to 40,000 clients, to the value of almost $200 million a year.

Rothbury’s latest innovation follows on from the release of Version 3 of the My Rothbury App, a smartphone app that over 6,000 clients have downloaded to gain instant access to their insurance information anytime, anywhere.

For more information contact:

Danette Hunter
Marketing & Communications Partner
Rothbury Insurance Brokers
P: +64 09 580 8453


About Rothbury –

Established in 1950, Rothbury is today one of New Zealand’s leading insurance broking groups with 16 broking locations nationwide and 40,000 clients serviced by over 250 staff. Rothbury was the winner of the Large Broking Company of the Year at the New Zealand Insurance Industry Awards in 2014, 2015 and 2016 and a finalist in the IBM Kenexa Best Workplaces Awards each year from 2013 to 2016.

Rothbury delivers commercial insurance solutions to small, medium and large enterprises and protects the assets of thousands of individuals. Rothbury prides itself on providing personalised service, smart solutions, quick action and commitment. The company’s ownership structure offers clients the security of a larger firm with the commitment of a local owner.

Along with broking services, Rothbury also owns a number of underwriting agencies including Classic Cover, Covi Insurance and Go Cover Car Insurance. Through its partnership with Lifetime Group, Rothbury offers advice on loans, life insurance, investment and mortgage solutions.

Rothbury is a member of The Steadfast Group, the largest general insurance broker network in Australia and New Zealand. Comprised of 340+ brokerages with 1,100+ offices, the group generated over A$6 billion in sales in FY2017.

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