Servicing your risk clients: A modern, cost-effective approach.

Are new industry regulations making it difficult for you to service your life insurance clients? What if there was an alternative that benefitted you and your clients?

With escalating compliance and servicing costs, please give a thought on how to effectively serve your insurance clients. Don’t let them become neglected?

Life Insurance Direct has developed a simple and easy to implement solution that will allow you to ensure your clients are professionally managed and looked after. This is without the headache that accompanies rapidly shifting expectations of consumers with the compliance resources to do so effectively.

With 15 years of specialist Risk experience, Life Insurance Direct can help you ensure your clients receive the highest level of care and reduce the worry of compliance and servicing risks.

Which would you prefer red/white wine, bubbles or a box of chocolates?

Why you ask? Because LifeInsuranceDirect want to give you something for FREE. Just have a chat with us about your risk clients. No obligation. You simply tell us what is going to happen with these discarded, neglected or un-serviced clients. We will see if we can help you and your clients.

Advantages of using the LifeInsuranceDirect management of risk clients

  • You can offload your non-profitable clients (C&D’s) to be professionally serviced, while still collecting any ongoing income.
  • Servicing is done under another AFSL. This means your costs and risks are reduced, while you still have the option of retaining ownership of your clients.
  • You do not need to stay in the industry. As the servicing is done under our AFSL, if you are looking to leave the industry you can still keep an income from these clients.
  • Full Service offering . eg:
    • Retentions – late payment follow ups, cancelled or altered credit cards and premium queries (decreases and increases)
    • Servicing – Renewal notices, annual reviews for change in circumstances, support through the claims process
    • Admin – beneficiary change, update payment details, and certificate of currency details
  • Choice of two options – Outright Acquisition versus Partnering.

Benefits of the LifeInsuranceDirect management of risk clients

  • Clients are professionally cared for
  • Your income is sustained
  • The relationship is maintained
  • Risk Clients being well managed through the entire policy life cycle, means improved retention rates

If it sounds like we can help you, reach out today by calling Andrew Baldrey on 02 9929 7355, or drop an email to