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 2011 and Regulatory Guides
IT, Compliance, Risk Management, Training, Human Resources, Finance, PI, Conflicts of Interest, Breaches, Complaints (both internally & 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!
Testimonials
“….Ximena has successfully recognised and developed numerous improvements to the business procedures employed in the insurance broking industry….”
Murray Seymour, I.T Manager, SeeMore IT