The opportunity for intermediaries to deliver service with a competitive edge

The intermediary plays an important educational role in the often confusing and complicated choices with regards to medical schemes. Consumers faced immense difficulties in obtaining independent and transparent advice on available medical scheme products.

The responsibility of the intermediary is to sell clients solutions with regard to medical schemes, not products. Whatever the needs of the client, it is important for intermediaries to keep their “finger on the pulse” and ongoing evaluation of medical schemes is crucial to ensure that clients are offered optimum benefits.

Since the implementation of the new Financial Advisory and Intermediary Services Act (FAIS) in 2002, this legislation aims to regulate the giving of advice and rendering of intermediary services to prospective clients.

How do intermediaries cope with all the new legislation with regards to “selling” medical scheme products? Is it viable and sustainable?

Optivest Health Services offers the solution. A leading corporate health care consultancy specialises in providing objective, independent health care consultation services. Optivest, is licensed at the FSB (Financial Services Board) as a Financial Service Provider for health benefits, and accredited at the Council for Medical Schemes.

With Optivest’s help, intermediaries can offer clients health care advice and service, without paying accreditation and licensing fees and having to comply with required legislation.

This means that with Optivest’s assistance, intermediaries can keep focusing on their key business areas and continue to protect and grow their client base, while reducing compliance exposure.

Marcel du Toit, CEO of Optivest says: “Finding the medical scheme best suited for clients is time-consuming and sometimes frustrating for intermediaries, as the market offers many options and with new legislation being implemented regularly. This is where Optivest offers the solution with unbiased, independent and professional services. We can assist intermediaries with the latest information and options available in the market.”

As an intermediary your clients can share in the advantages of the most comprehensive and sophisticated medical scheme quotation package in the industry, Medquote. Within 24 hours of receiving a quote request from the intermediary for their client, Optivest will provide your client with a comprehensive quotation complete with a summary of benefits. And can further place your client on the most appropriate, cost-effective medical scheme option available to suit his/her unique needs.

Optivest provide a knowledgeable support service, and intermediaries can share in a wealth of industry experience. This partnership will provide intermediaries with the competitive edge, to benchmark their services against the rest of the market.

Intermediaries and Advisors that want to register for the above service, please call Optivest Health Services on Tel 021 975 2266.

Werner Coetzer, (Senior Marketing Manager) will assist with the process.