How we can help
We guide you through each step carefully.
We start with a conversation about what matters most to you and your family.
We listen more than we talk, understanding your situation before recommending anything.
Our Process
Step 1: Starting Client Relationships
- Connect with clients and gather essential information.
- Schedule a discovery meeting to understand their needs.
- Create a client record in our system.
Step 2: Fact-Finding and Client-Guided Decisions
- We discuss the client’s goals to clarify what they want to protect.
- We explain Life, TPD, Trauma and Income Protection so the client can choose their preferred cover.
- We provide initial premium estimates to support budgeting decisions.
Step 3: Product Selection and Advice
- Present product options and recommendations.
- Collaborate with clients to help them choose the best coverage.
- Provide a quote for their reference.
Step 4: Application Submission
- Complete and submit application forms with the client’s information.
- Provide any necessary documentation for processing.
- Lodge the application with the insurer.
Step 5: Underwriting
- Support the client in responding to any insurer requests.
- Have the client complete health questionnaires
- Communicate the underwriting decision promptly.
Step 6: Policy Finalisation
- Generate and share policy documents with the client.
- Assist client’s initial premium payment process.
- Confirm the policy activation and provide ongoing support.
Step 7: Ongoing Service
- Schedule annual reviews to discuss coverage and premiums.
- Assist clients with claims or policy changes whenever needed.
- Ensure clients feel secure with their up-to-date coverage.
