OUR SERVICES
Business consulting tailored to your specific needs.
COMPLIANCE ASSISTANCE & CONSULTANCY
Routine monthly Compliance assistance, complying with licensing, industry codes and regulations and associated broking administration:
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Client File Reviews
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Agency File Reviews
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Claim File Reviews
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Ad Hoc Projects and regulatory change as required from time to time.
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Updating company policies and procedures to ensure currency with
requirements.
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FSR licence application and variation assistance.
DATABASE ADMINISTRATION
Assistance with CBS system updates.
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CBS system administration including changes to Wordings / Insurers/ Underwriters / APRA Form 701.
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Winbeat system administration.
TRAINING
On-boarding new staff.
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Compliance 101.
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Company Policy and Procedures updates.
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CBS New User and administration.
OTHER SERVICES
Broking system Trust Accounting.
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Banking / reconciliation.
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Insurer / Sub Agent Payments.
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Client refunds.
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