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
Ad Hoc Projects and regulatory change as required from time to time.
Updating company policies and procedures to ensure currency with
requirements.
FSR licence application and variation assistance.
DATABASE ADMINISTRATION
Assistance with CBS system updates.
CBS system administration including changes to Wordings / Insurers/ Underwriters / APRA Form 701.
Winbeat system administration.
TRAINING
On-boarding new staff.
Compliance 101.
Company Policy and Procedures updates.
CBS New User and administration.
OTHER SERVICES
Broking system Trust Accounting.
Banking / reconciliation.
Insurer / Sub Agent Payments.
Client refunds.