About Us

Why Use Us?

  • We have the expertise, facilities and resources to ensure that we obtain for you and your client the best available professional indemnity (PI) cover, combining the best possible cover and a market competitive premium.
  • We provide the answer when you do not have PI expertise or would rather not risk making a mistake in advising your client on the complex area of PI. We provide the expertise, while you retain the critical broker-client relationship.
  • Sometimes it is as simple as your needing to check with us that you have got the best terms for your client.

A simple process

  • You simply have your client complete a Proposal Form, forward it to us and we do the rest of the work. We canvass the market, unless we think our own facilities provide the best terms for the risk. We make our recommendation, prepare the policy documents and all the while you can relax, knowing that we are doing the work and you will still earn a very healthy commission.
  • We are particularly capable in tailoring terms and coverage for the more complex risks (such as large engineers or property valuers) or for associations schemes.
  • We have exclusive facilities with the major Australian PI insurers, access to Lloyd’s of London and a strong link to our associated Lloyd’s backed underwriting agency, Woodina.
  • We service over 6,000 PI policies annually in our Group and in order to cope with such volume and still deliver a first rate service, we have automated our administration. Once you advise us of your client’s decision to proceed, we issue the Policy Schedule, Wording, Tax Invoice and Certificate of Currency (proof of cover for your client’s clients).

Universal Online Proposal Form

  • In order to make the renewal process even easier for you and your client, we have created a Universal Online Proposal Form. You click on a link and forward the proposal form link to your client to complete (in full just this first time). Once completed by the client, it then is automatically sent to us and we initiate the market review process. 
  • What is refreshingly unusual is that the next year your client does not have to complete a new proposal. We send the old one out and your client only needs to make changes (mainly to fees and the work split) and the process starts again.
  • The universal proposal is a proposal form that “fits all” major insurers’ requirements. It also covers all our professions. Moreover, you can access the proposal whenever you like during the insurance period.
 
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