Bluewell AR Difference
- Steadfast Membership
- Insight Broking System
- Steadfast Client Trading Platform (SCTP) formerly SVU
- Customer relationship software (CRM) automating processes and integration for digitally storing client data and notes
- Offshore staffing to save costs (Optional)
- Hard to place assistance
- Out of office assistance (optional)
Systems Integrations
We can also offer system integration from the Insight broking system to our CRM program (Customer Relationship Management) to our Authorised Representatives, which means we can help you automate some of the processes for chasing up clients via email and SMS that can be a big time consumer. Also this helps you if you utilise the out of office option so we can help your clients should you be sick or on holidays.
Human Resources and Offshore Staffing (optional)
We also can help you with your HR management requirements and offer offshore staffing, helping you reduce the cost of day to day processing that does not require customer contact. This offers significate benefits to your bottom line as you are not paying the exorbitant costs that have started to come with hiring Australian workers in the current market. We train them and allocate as many as you require to manage your data processing needs.
Claims and Internal Dispute Resolution
We can offer claims management as an add on service to save your time on managing client claims. We also have an internal dispute resolution system in place so that you can escalate any client issues that require it.
Hard to Place Assistance
We all struggle to find hard to place risks sometimes, as we get new occupations we may not have been exposed to previously. We have an easy system in place to request information from the senior brokers in the group to help you get that new account you have your eye on.
Out of office assistance (optional)
Not going to be in the office, we can aid with taking phone calls and helping clients when you are not in, during business and after hours.
Minimum requirements
- ASIC Diploma Insurance Broking or PS 146 Tier 1
- Police background Check
- Be up to date on mandatory training requirements CIP points etc.
- 2 years business insurance broking experience