A commitment to efficiencies and simplicity
Xstra Consulting Services is a firm that identifies efficiencies within the insurance broking industry and then implements compliant change management processes to simplify your day to day.
A passion for creating time
Our comprehensive suite of professional services caters to a diverse clientele, however is individually tailored for your business needs at the time.
Mergers & Acquisitions
Company and Licensing Changes, Operational Adjustments.
Thorough Understanding of the Corporations Act 2001 and Regulatory Guides
IT, Compliance, Risk Management, Training, Human Resources, Finance, PI, Conflicts of Interest, Breaches, Complaints (both internal & externally lodged through AFCA), Claims Management, Binder Authorisations and Reporting.
Working Knowledge of Other Regulations & Reporting
The Insurers and Insurance Brokers Code of Practice, National Privacy Principals, APRA Reporting, ASIC Regulatory Reporting, AFCA Reporting, completion of the Insurance Brokers Code Compliance Committee (IBCCC) requirements.
I.T. Operational Improvements and Identification of Efficiencies
This includes but is not limited to the use of eLink, API’s, Bot technology, CBS Administration, complimentary software to run in parallel with main invoicing system.
Training & Development Support
Pathways for Individuals to ensure minimum training requirements. Utilisation of both externally available course content and internal processes. Documentation of revised processes to ensure a more complete induction process or change management support.
Introduction, training, support and integration of offshore employees.
This could be a broking support role, accounting, IT, marketing etc. Employees truly can operate remotely!
Contact Us
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Testimonials
“We always knew with Xim in charge of that function (Back Office Operations), that the business was in safe hands…”
Michael Donaldson, Director, AEI Insurance Broking Group