Service
Our quarterly reports are offered on a subscription basis and allows us to provide readers with in-depth information on current market trends, changes, and emerging areas of concern. Taking issues of conduct, culture, law and regulation, product, and people changes, we aim to make them easy to understand. In addition to that, we offer live training sessions to walk your team through the events – keeping them up to date in a life and health insurance context. This focus is designed to make this the most relevant continuing professional development hour you will have each quarter.
Process
We collect data relating to premium rates, policy information, financial information, staff movements, news, and more. After receiving the data from data companies, we work to make sense of the information and present it legibly.
Through our training services, Chatswood can hold a teleconference that assists all advisers in your business grasp the key trends and issues in the market. Through this interactive service, advisers will have the opportunity to gain further clarification to aspects that did not fully understand.
Challenges
Through this service, we will help to solve the challenge of keeping up with all that occurs in the industry. By remaining informed about industry and insurer updates, your adviser business is set to continue being compliant; which in turn helps you offer clients refined services that focus on their needs. Through this, your business has the means of remaining competitive.
Ideal User
An adviser looking to update their advice process to be more compliant with regulations would benefit most from this service. An adviser business looking to expand or one with multiple advisers would equally benefit from this service as it means that the advice process is specially designed to meet the regulatory requirements as well as the collective needs of advisers; meaning the advice process is more likely to be followed.
Benefits
The benefits of subscribing to our reports ensures adviser businesses to remain up-to-date, compliant, and competitive. While the use of our training service will ensure that your advisers are able to ensure they fully understand all that is going on in the market.
When Industry News and Training Is Necessary
- Expanding services
- Continuous professional development
- Understanding market trends
- Filling knowledge gaps
Next Steps
To learn more about our annual review process service and pricing contact Russell Russell.Hutchinson@chatswood.co.nz or Jerusalem Jerusalem.Hibru@chatswood.co.nz or call us on 09 480 9535