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New ways to achieve customer retention

07 July 2016 | General

To stay ahead of the pack and lead innovation in a fast-changing society, is essential. How can you ensure that your customers have an exceptional experience when dealing with your company?

Should advisers ‘pay back the money’?

29 June 2016 | General

The phrase ‘pay back the money’ has become deeply ingrained in the South African psyche, having dominated headlines in our parliament over the last year or so. The latest development of course addressing our President’s liability on Nkandla.

Is client disconnect affecting your bottom line?

29 June 2016 | General

You can please some of the people all of the time, you can please all of the people some of the time, but you can’t please all of the people all of the time.

Proper record keeping is vital for brokers

15 June 2016 | General

A recent case was brought to the attention of the Ombudsman for Financial Advisors and Intermediary Services following the apparent failure of a financial services provider or broker to update the sum insured under the business interruption section of a client’s short-term insurance policy, once again highlighting the importance for all insurance brokers to keep a proper record of all written and verbal communication with clients.

quick poll

Question

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

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

View the Results