Our Services
What we Do Best
We want to work with you to cover as many of your clients as possible through a model that is unique, practical and effective.
Outsource Underwriting
Large Case
Experts
Claims – Retrospective Underwriting
Pre-
Assessments
E2E Mapping
+ Training
Specialties
Enter into a Platinum Partnership
Let us uncomplicate the underwriting process for you and your clients, with our streamlined approach to life insurance.
Outsource Underwriting
Large Case Experts
Large cases and financial underwriting is not only complex for financial advisers, it is also complex for the underwriter. Ensure your client experience is A Rated from end to end.
Claims - Retrospective Underwriting
We have the experience to provide an independent claims assessment on claims where additional medical or financial information has been discovered. Retrospective claims are complex and not always clear cut. It is important to get an independent assessment done.
Pre-Assessments
Let us take on the pre-assessments and battle for you, securing you and your client the best deal in the industry..
Adviser / Dealerships - Training and E2E Mapping
Educational and engaging presentations and training sessions that cover Dealerships, Adviser/Staff training and onboarding, and End to End (E2E) Mapping.
Process
Try Our Unique Model
TIME EFFICIENT
With over 20 years experience, let our extensive knowledge of the industry and its processes save you time.
CUSTOMER CENTRIC
We ensure a positive customer experience at every touch point, driving sucessful end to end customer policy experience.
NON-CORPORATE
Work with our independent model free from any corporate influence or prejudice.
Get in touch
+61 481 383 242