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