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Intermediaries / Brokers / General

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An interested broker is an interesting broker

An interested broker is an interesting broker

14 August 2020

As a successful broker you’re a self-motivated businessperson with an engaging personality. You’re well organised and you understand the insurance market. (Right?) But is all of that that enough when you’re in front of your client closing a sale?

The Intermediary voice of reason

The Intermediary voice of reason

14 August 2020
Communication and partnerships build trust between brokers and insurers

Communication and partnerships build trust between brokers and insurers

05 August 2020

Constantia Insurance lives by the motto of ‘insurance made personal’, and recently hosted an innovative webinar to demonstrate this commitment. Constantia’s UMA and Broker partners were invited to submit any business-related questions, which were then answered live by CEO Peter Todd, who took up the reins in February 2020.

The importance of a value proposition and why financial intermediaries should care

The importance of a value proposition and why financial intermediaries should care

30 July 2020

What value do you add to the lives of your clients? In these uncertain times, and in the context of rising numbers of retrenchments, what do you have to offer as an intermediary that stands out for your clients? What are your clients’ reasons for choosing to work with you?

quick poll
Question

How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

Answer
Financial advisers who ignore direct life insurers may be missing a few tricks

Financial advisers who ignore direct life insurers may be missing a few tricks

20 July 2020
How will COVID-19 impact the business continuity of your customer-facing advisors?

How will COVID-19 impact the business continuity of your customer-facing advisors?

13 July 2020
Re-inventing your value proposition in the new normal

Re-inventing your value proposition in the new normal

24 June 2020
Supporting your clients through challenging times

Supporting your clients through challenging times

22 June 2020
Active listening is the one skill financial planners need most right now

Active listening is the one skill financial planners need most right now

03 June 2020
Brokers’ reliance on face-to-face meetings is hurting them

Brokers’ reliance on face-to-face meetings is hurting them

03 June 2020
Association backs intermediaries to navigate the COVID-19 storm

Association backs intermediaries to navigate the COVID-19 storm

26 May 2020
How to overcome the common challenges brokers face

How to overcome the common challenges brokers face

22 May 2020