Leave the time-consuming, administrative, and compliance-heavy tasks to us while you concentrate on growing your client base and offering top-tier insurance solutions.

Our insurance broking support includes:

• Data entry and onboarding for new clients
• Generating quotes and comparing insurance products
• Managing policy renewals and maintaining client contact
• Claims Management:
  • Lodging and verifying claims
  • Collecting and processing documentation
  • Communicating with insurers and underwriters
  • Updating clients on the status of claims
  • Coordinating final claim settlements
• CRM updates and policy management
• Providing client support via email, chat, and phone

✅ Familiar with platforms such as Sunrise, SCTP, and Steadfast
✅ Trained staff experienced in Australian insurance processes
✅ Compliant workflows to ensure accuracy and regulatory adherence