PROFIDA now integrates First National Insurance policy downloads via Astute, joining major providers like Discovery, Sanlam, and Old Mutual. This automation streamlines financial needs analysis, enabling advisers to access accurate policy data instantly, reduce admin, and deliver precise, data-driven client advice.
Not All Insurance is Created Equal! The founding partners of Cross Country Insurance Consultants realised this and set out to create an insurance product specifically for the 4×4 market.
If there is one thing we have learned over these last six months it is that business needs to be agile in providing flexible solutions for both Intermediaries and Clients in this ever changing environment