Under-insurance is a huge problem in Australia, so it should be an integral part of your clients' financial plans. But you may lack the knowledge about particular personal insurance products to confidently advise your clients, or you may find writing insurance business just too hard.
Our solution
We've teamed up with some of the industry's leading insurance providers to help make it easier for you to bridge the under-insurance gap for your clients.
Our educational workshops will give you the skills you need to confidently sell insurance. We also work with insurers to simplify the process for writing insurance business and help you with underwriting and claims.
We'll help you increase your insurance business by helping you run insurance focused client seminars.
Foundation solutions include:
Access to personal insurance product assessments and accreditation material
If you require your advisers to be accredited to recommend personal insurance, this solution enables that additional level of expertise across your business.
Personal insurance approved product list
- Securitor APL
- approved product methodology
We source personal insurance research from IQM Plus and cross-reference to our risk insurance research methodology to provide an approved products list.
Professional Development day (insurance content)
Throughout the national Professional Development days each Authorised Representative will be able to attend CPD sessions dedicated to insurance.
Optional integrated solutions include:
Integrated Insurance Services Panel
The Integrated Insurance Services Panel education programs help make it easier for your business to understand and write insurance business through:
- technical skills education
- sales skills education
- marketing flyers
- support staff training
- insurance technical services.