By: Stalker Hutchinson Admiral (SHA)
In the lead up to the nationwide lockdown, announced by President Ramaphosa this week, Stalker Hutchinson Admiral (SHA) Risk Specialists has implemented the necessary precautions to ensure the safety of employees, including a work-from-home policy, travel restrictions and the cancelling of all face-to-face meetings. The liability insurer is also enabling brokers to continue earning Continuing Professional Development (CPD) points via their innovative digital platform.
The insurance industry is renowned for its networking sessions, notes Alicia Narainsamy, Head, Digital Distribution at SHA, who says that this is how the industry connects, grows and learns. “We find ourselves in precarious times where face to face meetings are limited to Skype or video calls and handshakes are reduced to elbow grazes.”
In an effort to support their intermediary community and minimise disruption during this time of social-(and corporate)-distancing, SHA is offering their digital Pocket Underwriter as a solution to avoid falling behind on CPD points. Brokers can earn up to 12 CPD hours using the digital tool. “Our Pocket Underwriter aids brokers, not only in acquiring their CPD hours but, also by offering a range of solutions at the click of a button,” says Narainsamy.
She explains that the platform was designed solely with brokers in mind, and extends far beyond a traditional broker tool, offering a one-of-a-kind digital experience. “It was built as a digital solution aimed at empowering brokers by helping them better understand and sell our most complex products. Beyond that, we wanted to provide a first-class user experience that could generate quotes and policy documents within minutes.”
Additional features of the Pocket Underwriter include 24/7 access to specialist sales and marketing material, plain language educational material and videos, accreditation to sell SHA insurance products, and online quoting and policy issuing to the SME sector for Broadform, Professional Indemnity, Cyber and Group Personal Accident cover.
Another key functionality is an online Record of Advice tool, adds Narainsamy. “It records pages viewed during a client session and automatically provides a PDF record of the discussion, which can be emailed to the client in real-time, or the broker has the option of white-labelling it.”
The platform already serves as an invaluable knowledge-based tool for many of our brokers, she notes. “The Pocket Underwriter is packed with real-life claims case studies and informative videos which unpack specialised cover in granular detail, and highlight the exposures of certain industries.”
Whilst the system was not developed with the nationwide lockdown in mind, Narainsamy notes that digital training has never been more relevant or valuable. “The Pocket Underwriter is easy to navigate with simple search functionalities. Users can view the educational material, split by industry sector, after which they can take a short test to earn a certificate – instantly generated online. All new users are on-boarded with a quick step-by-step guide, and there is the option of a visual tour using short videos making it simple for everyone to use.”
For more information or to register on the Pocket Underwriter, visit: https://www.sha.co.za/broker-portal