When you join Sustainable Life Solutions you’re accessing the most advanced General Advice Platform in existence, and a team of experts who’ll personally support you in the transition from personal advice.
It’s a model that delivers all the benefits of working for a global corporation, except you’re still running the show, and it’s already being used in large and smaller firms, intent on scaling their business.
A custom-built platform that allows you to complete cases within 30 to 90 minutes from beginning to end. By assisting you to educate your clients, so they can make informed decisions, it’s never been easier to help your clients protect what matters the most.
Move clients through the process with ease. We start by uploading your existing clients into the system, or you can start from scratch if you like, it’s up to you. Once you get going, every interaction with your client is recorded, and supported with automated communication.
You’ll receive reminders and action points keeping new business, underwriting and claims on track, and a range of emails will move clients gently through the process. Quoting is integrated, disclosure documents are automatically generated with relevant details - attached to emails and presentations, ready to go at the touch of a button.
You’ll have access to a range of email templates, text message templates, forms, documents and presentations, all communicating in the most effective way possible, ensuring you’re fully compliant at the same time. And they can be customised to your business too.
Compliance information and documents are generated automatically, and sent on demand or at each stage of the workflow, it’s up to you. Everything is tracked, organised and collated too, so you can forget about forgetting, and say goodbye to human error. Record keeping and demonstrating compliance has never been easier.
In addition to the platform, you’ll have one of our insurance veterans personally review each new client file at the point of completion. Analysts will provide feedback, coaching and support to help you manage any risk with new applications. Our compliance team keep up-to-date with industry regulations too, providing regular updates and training where required – they’re also available to answer any questions you may have.
Harness the power of SMS and email marketing in a way you’ve never seen before. You’ll be able to talk to your clients in a way that is personalised, relevant and appropriate using a range of our templates, or you can create your own, if you like. And best of all, we’ll help you do it.
Being able to generate real-time business activity reports ensures you stay on top of leads, underwriting and claims with nothing forgotten or left behind. You’ll also discover pipeline, cashflow and referral partner management systems too, easing efficiency in all areas of your business.
You’ll save an enormous amount of time, and you don’t have to worry about compliance as it’s built into the system.
You’ll also find it’s a powerful value proposition for referral partners, such as accountants and mortgage brokers, who just want it to be easy for their clients to get insured.
And if general advice is all new to you, don’t worry, we’re here to help.
As comprehensive as it is, the platform is only the tip of the iceberg, as you now have a back office full of insurance professionals working alongside you as part of our business model.
You’ll receive personalised support with all technical aspects of the system, including every step of the general advice process with your clients. Your communications will be reviewed to ensure compliance, and there are processes in place to prevent you from wandering off track.
We’ll even help you grow your business, with strategic and tailored assistance to help you grow your referral partner network.
Whatever you need, we’re here to help. We’re a small, dynamic Australian based team, so you’ll never have any problems contacting us.
As you continue to support your clients with your wealth of knowledge and experience, we’re also here to help you transition seamlessly from personal to general advice. Our training program is delivered over five, two hour sessions and it is designed to give you a practical understanding and hands-on experience in working under a general advice framework.
And finally, if you’ve got any doubt about using the platform, or learning the intricacies of general advice then rest assured, you’ll be guided by seasoned insurance professionals who know general advice inside out as part of our business model.
Find out how our general advice model that integrates a CRM system, business process and compliance solution can work for you.
