Prospecting of Large Accounts

23rd Apr 2019 msbia 0 Comments

Are there large, multi-branch accounts that are your current clients, or have you been prospecting for this type of business but you are unsure of how to approach these clients?

By drawing on our industry experience, our Senior Management is equipped to assist you with your prospecting and presentation to larger accounts (in excess of R 80 000 p/m premium). We offer a white-labelled range of documentation that can be personalised with both your brokerage’s logo and the client’s logo. This gives you a unique and professional edge in presentation situations.

Portfolio Management Software

Multi-Branch accounts can often be daunting due to the large amount of administration involved with endorsements.

We offer portfolio management software that can be installed within your offices and easily updated to keep all information current. Every division retains their independence for costing purposes, but the automation in using this system means that far less time is spent on keeping information current.

Retention of Clients

By partnering with you, we are confident that you will not only be able to obtain the larger accounts, but also retain them.

Our turnaround times are already best in the market and in combination with the software options offered to our MSBIA brokers exclusively, clients will not be easily convinced to move their accounts elsewhere.

Backing of a Stable, Reputable Insurer

MSBIA clients enjoy the full backing of Old Mutual Insure, a large insurer with over 180 years of experience. Your client can expect peace of mind from a trusted name.

Contact us for a demonstration or for any further questions without delay.