1. We provide quality advice and service To all of our clients Every time you deal with us.
2. ABOUT US We believe in ongoing relationships with our clients and their businesses. 4,000 clients across Australia All policies reviewed at least annually, making sure the policy provides all the cover needed for best price available. Discounts for Multi-Policy clients, other reductions without compromising insurance protection
3. ABOUT US A large proportion of clients are SME’s. Renewal notices directly printed and managed. All adjustments done on-site via Direct Access System (DAS) which plugs directly into insurance mainframes for instant responses. Face to face reviews
4. OUR ADVICE We are fully accredited & qualified to provide you with insurance advice, in accordance with the Financial Services Reform Act (FSRA). We are authorised representatives of: AMP GI Distribution Pty Ltd (AFS Licence 232703) AFM Insurance Brokers Pty Ltd (AFS Licence 239010)
5. CLIENT VALUE PROPOSITION “To provide comprehensive risk advice to our clients to make sure their business/property is appropriately protected, so there is minimal risk to them should there be a claimable event.”
6. CLIENT VALUE PROPOSITION To achieve this, we offer: Highly skilled & engaged team Appropriate & informed advice process Knowing our clients Knowing their business Consolidation of insurance covers where appropriate Coordination of insurance covers to a common due date.
7. CLIENT VALUE PROPOSITION For larger clients: Formal Service Agreement & review process Personalised insurance manual, listing all policies, sums insured and premiums, including a summary page in table form.
8. OUR COMMITMENT To always provide you with the highest standards of service. We have the right people on board and the right resources to deliver this commitment to you.
9. OUR COMMITMENT CONTACT IS DIRECT No call centres No confusing automated options to press We pride ourselves on personal service
10. OUR TEAM GARY SPOONER Fire Manager / Manager SALLY HOBBS Account Manager / Personal Insurance Consultant BRENDAN WILLS Account Manager / Personal & Commercial Insurance Consultant TRENT SCHWARZ DAS Site Operator BELINDA GODBY Office Manager MARK EDWARDS Principal of PPIS *All team members are responsible for answering incoming calls to fulfil our commitment to personalised service.