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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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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Risk management - It's about being proactive

By Tim Larkin on Feb 28, 2019 11:51:00 AM


If you talk to any big business owner, or their management team, they’ll tell you that managing mitigating and reducing risk is one of their top priorities. What they understand is that any investment they make to help reduce risk in their business is well worth it. They’ve assessed and calculated the risks and challenges their business faces, and have taken steps to eliminate them – or reduce them as much as possible.

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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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Here’s why you need to learn new software skills to succeed in today’s market

By Benedict Stewart on Dec 13, 2018 4:30:03 PM

The traditional thinking goes something like this: work hard at school, get a degree and then dine out on that degree for 40 years until you retire on a generous pension.
 
For better or worse, the sun is setting on those halcyon days. In its place is a rapidly evolving job market, driven by dizzily fast-paced technological change.
 
I’m not saying you should quit your job and buy a one-way ticket to Silicon Valley. And I’m not saying that tomorrow you will turn up to work to find a robot sitting in your chair (at least not yet).
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