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Intermediaries / Brokers

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Communication and partnerships build trust between brokers and insurers

Communication and partnerships build trust between brokers and insurers

05 August 2020 | General

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 | General

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?

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 | General

Insurance brands that were traditionally thought of as direct businesses are among the best-positioned to take advantage of the ongoing acceleration into the fourth industrial revolution (4IR). The possibility that these brands are better at the digital distribution of financial product to customers should not come as a surprise, as they have been fine-tuning their processes and systems for that purpose over many years. One of the legacies of the direct versus middleman warfare that spanned the late 1990s and early 2000s is that financial advisers and insurance brokers dismiss anything with “direct” in the title. We would suggest it is long overdue for all of us to discard this outdated thinking and assess each product provider on its merits.

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 | General

As the economy opens to the different lockdown levels, businesses are prioritising the new sanitation and social distancing regulations, managing their teams’ safety and ensuring the workplace policies for business continuity are in place and adhered to.

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Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

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Re-inventing your value proposition in the new normal

Re-inventing your value proposition in the new normal

24 June 2020 | General
Supporting your clients through challenging times

Supporting your clients through challenging times

22 June 2020 | General
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 | General
Brokers’ reliance on face-to-face meetings is hurting them

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

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

Association backs intermediaries to navigate the COVID-19 storm

26 May 2020 | General
How to overcome the common challenges brokers face

How to overcome the common challenges brokers face

22 May 2020 | General
How COVID-19 is changing the intermediary approach

How COVID-19 is changing the intermediary approach

20 May 2020 | General
Insurance in a Digital Age: Adapting to change

Insurance in a Digital Age: Adapting to change

20 May 2020 | General