Throughout the past 15 years we have grown from zero premiums to over 85 million a year without any capital injection from external parties.
We have an ecosystem of experts who can delivery strategic advisory services to our clients. The domain expertise is in financial services, digital services as well as talent and organizational management. Our consulting engagements include Strategy Development and Implementation, Optimizing Operations in particular Process reviews and improvement, Product Design and Distribution, Human Capital Planning and Development, Digital Transformation and IT advise. Give us a call for a discussion. In this way we contribute immensely to our clients POPI and Fair treatment objectives
Our administration Services empower our client to keep track of their engagements with their customers and managing customer data throughout the customer’s life cycle. Our administration services include Customer data management, Benefits Management, Claims management, Invoicing and payment processing as well as Reporting.
We have a multi-channel application platform that can be customised to fit seamlessly into our clients’ workflow. Our team of IT consultants have expertise in IT Governance, IT Risk Management and Application Development. You can get our team to assess your environment and to recommend to you the most appropriate and cost-effective technologies for your business. We do not stop at recommending but we assist with implementation and management as well.
We offer a full administration service to our Life Insurance Clients, from Policy Capturing, Database Maintenance, Policy Document Issuing, Premium Collection, Accounting, Client Correspondence as well as Claims Assessment and Settlement with Annualized Premiums under Administration at over R85 million
Pricing and Quotation
We assist our clients with pricing and quoting for new business in line with their Underwriter guidelines
We assist our clients with Product Development ensuring that their products are competitively priced and comply with the requirements of The Regulator
Distribution and Sale
We Distribute and Sell Financial Services Products including Funeral and Life Insurance, Investment Product, Healthcare Insurance as well as Short Term Insurance Products to our Target Markets