Medic Alert

The challenge

In 2012, MedicAlert, a charity which holds a medical record for its members and enables them to carry their critical medical information on pieces of jewellery, decided to outsource its financial management instead of handling it in-house.

Better financial decisions

Insight Associates took over the management of Medic Alert’s day-to-day financial processes, such as payroll and processing invoices, and started producing regular management accounts to help the organisation make better financial decisions.

For Tony Gadsby, then a trustee of the charity and later its Chairman and acting CEO, it was a big relief.

“Financial management had been taking up too much of my time,” he said. “I could finally stop worrying about it. We now had an external set of eyes to warn us if things started to go wrong, and I could be confident that the information I was receiving was accurate. It allowed us to concentrate on the charity itself, rather than the number-crunching.”

When the new CEO, Kirsten Giles, came on board in 2017, Insight Associates was invaluable in helping her understand the business.

“Insight has not only helped me understand the history of our financial management – why we were doing certain things and using certain vehicles – but also suggested a lot of improvements.”

She continued, “They also worked hard to give me the financial information I needed to make the changes I was considering, tailoring the management accounts to my needs. They were a terrific sounding board.”

Medic Alert

“They were a terrific sounding board”

Concentrate on what you do best

For Medic Alert, being able to take their eyes off the charity’s finances meant the directors could fully focus on what really mattered: providing life-saving services to people living with dangerous medical conditions.

Imagine how much you could achieve each day if you could concentrate on what you do best, rather than financial firefighting. With Insight Associates, you don’t have to imagine. Get in touch to see how our team could help you.  


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