Why the Broking Model Works Best
Access to Experience
Holistic Insurance provides clients with access to experienced brokers, who are able to provide personal advice while accounting for personal circumstance, needs and financial situation. This removes the ambiguity seen in traditional insurance providers, who only offer general advice, not tailored specifically for the client.
Holistic’s yearly remarketing of policies at time of renewal ensures that the clients’ coverage remains competitive in an ever-changing financial climate.
Dedicated Account Management
Holistic Insurance prides itself on the attentive and dedicated management of every single account, building respect and trust in the partnership between broker and client.
Ability to Navigate Changing Market Conditions
Holistic recognises how insurance is a volatile landscape and can change at a rapid rate. Having access to a wide range of insurers and products allows for us to find the right product to match our clients’ needs.
Increased Sales Rate Conversion
Holistic has access to over 25 landlord products, giving us the flexibility we need to increase sales. Our personalised customer service model, combined with the manoeuvrability that comes with not being locked into one insurer, allows for a conversion rate of over 80%.
Expedited Claim Processing
Holistic Insurance manages all claims directly, providing increased customer satisfaction to clients who have come to expect a drawn-out claims process from traditional insurers.
Compelling Benefits for Real Estate Agencies
At Holistic, we present a three-tiered benefit structure to real estate agencies. We work to remove frictional costs, whilst increasing customer satisfaction and creating a passive income stream for the agency itself.
Provide a unique service offering that is different to the current models.
Reduce the frictional costs to real estate agents by managing the sales, administration, renewal and claims processes on their behalf.
Increasing revenue by improving insurance sales conversions, whilst creating a passive income stream for agents.
Access to sales support and training.
Performance visibility by monthly reporting.
A transparent commercial model.
An easy referral process for property managers and business development managers.
Agents will have a dedicated claims manager & account manager to provide assistance whenever required.
Eliminates potential risk for agents through outsourcing insurance offerings to experienced professionals.