Insights

High-risk clients – bring them on

By Tim Larkin on Mar 15, 2019 12:10:00 PM

Why the untouchables could be the next big thing for your business.

As an insurance adviser you strive to represent your clients best interests and provide them with the best-value insurance in the market. However, what happens when your client has a poor claims history and many of the underwriting options are simply unavailable to you? 

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Is business banking lifting its game?

By Jillian Stewart on Mar 11, 2019 1:47:38 PM


When banks are exposed, why don't they do more to help businesses manage risk? 

All successful businesses are constantly looking for ways to improve. However, banks in New Zealand generally ensure they have significant security over all business loans, usually over the owners residential properties. This means that there are few immediate returns in investing further in their clients business needs beyond debt facilities.

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Hey brokers, don’t get left behind

By Benedict Stewart on Mar 5, 2019 10:21:51 AM

Business owners are in charge of their own safety net. But brokers know that business owners need advice from a competent financial adviser to ensure they have appropriate cover for their individual situations. In the old days the quality of the advice was enough to distinguish a good broker from the pack in the eyes of their clients.

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How to truly become a trusted financial advisor

By Tim Larkin on Feb 14, 2019 11:50:00 AM


When you think of professionals who business owners consider a trusted financial advisor, accountants would be among the first to spring to mind. And yet, in a 2018 survey of MYOB clients, only 6% thought of their accountant as a trusted financial advisor. That’s in stark contrast to the 72% of accountants who viewed themselves as trusted financial advisors.

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Revealed: how innovative insurance brokerage firms are using Dacreed’s platform to boost market share

By Tim Larkin on Jan 31, 2019 12:05:58 PM


Technology is changing the face of most industries around the world, and the insurance sector is certainly no exception. Software generally is making it easier than ever before for clients to get advice, purchase insurance, and process claims.

Dacreed is a risk management platform designed to help clients reduce and manage their actual business risk. It’s an add-on risk management solution used by clients to supplement their insurance policies.  Already, leading brokers are providing the platform to add value for their clients.

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How to reduce your insurance premiums

By Tim Larkin on Oct 2, 2018 3:54:09 PM

It’s easy to take out an insurance policy to cover business risks. But is it easy to reduce your premiums? Surprisingly, the answer is yes. Taking the simple step of online compliance training for staff can reduce your premiums and lower your business risk.

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