Our goal is to create a compelling insurance offering to our Real Estate partners, whilst delivering security, value and peace of mind to their customers.

Who is Holistic Insurance?

  • General Insurance brokers and risk consultants.
  • Our team has decades of experience and leadership within the insurance industry.
  • Specialised focus in the Real Estate insurance industry, with extensive experience in partnerships and product design.
  • Strong underwriting and risk selection experience.
  • Partnered with quality service providers to provide reliable backend support services including Valuations, Surveys, complex Claim Management and technical trainers.
  • We have national reach with 3 offices across eastern seaboard – Brisbane, Sydney and Melbourne with associated support in Adelaide and Perth.
  • A focus on strong customer relationships, delivering mutually beneficial outcomes to all stakeholders.
  • Holistic are corporate authorised representatives of General Insurance Brokers of Australia Pty Ltd.
  • Strength and backing of Steadfast, Australia’s largest broker network providing access to bespoke policy wordings, coverage and pricing that competes with any top tier broker.

Scott Willford

CEO and Founder

Scott Wilford, the CEO of Holistic Insurance, is an expert within his field, boasting over 25 years’ worth of experience with both Australian and multi-national organisations. A leading Insurance Executive, Scott brings with him an ethos and a passion to change the way insurance is understood from a consumer perspective. Both innovative and service-focused, Scott has structured Holistic in a way which provides unprecedented agency for clients, especially within the Real Estate arena. Incorporating product flexibility coupled with professional advice, the Holistic model provides real estate agencies with the peace of mind that they are in safe and creditable hands.

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.

  • Renewal Management

    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.

Download a Copy
Contact Us