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PARTNER
Let’s make it easy!
No headache, no hassle. We bring you to the perfect place!
Setting up your own insurance brokerage can be a daunting and costly task, especially if you decide to establish your own Australian Financial Services Licence (AFSL). An easier option to starting can be to become an Authorised Representative (AR) of an existing AFSL licence. However this arrangement also has its own unique set of considerations.
Meet Your Success!
Meet tailored assistants suited to your needs is the key to unlocking your business potential. Let us find them for you!
Hit us up today if you’d like to find out more about how we can help you solve your problems!
Are You Already A Partner?
Claims Handler
- Providing guidance on making a claim and the involved processes
- Taking the policyholder’s personal information and contact details
- Advising how to proceed with the claim
- Collecting the necessary information and documents to proceed with a claim
- Reviewing the claimant’s insurance policy and assessing whether their claim satisfies the conditions
- Identifying any reasons the policyholder may not receive full compensation
- Explaining to a policyholder when their policy doesn’t cover their claim
- Organising any repairs on the policyholder’s property by using a network of approved professionals
Actuary
- Studying statistical data to create an analysis
- Creating estimates of probability and likely costs for a given event, such as death, natural disaster or sickness
- Calculating how insurance policies for different types of coverage are likely to pay out
- Collaborating with other financial professionals, including economists, accountants and financial advisors
- Generating charts, models, tables and other tools to represent their conclusions
- Presenting them at meetings and explaining complex information in a way others can understand
- Analyzing reports to determine next steps for the company or client
- Creating solutions to reduce financial risks
Performance Support Coach
- Traning the processes and how the assistants complete tasks.
- Providing best practices, and success coaching,
- Helping assistants to reduce errors and improve turnaround times.
3X
Faster than doing it by yourself
70%
Cheaper Employment Costs
100%
Hassle Free
Why do it by yourself, let’s partner!
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