HOW TO EARN COMMISSION ON SHORT-TERM LEADS?

LONG & SHORT TERM BROKING:

As a long term financial advisor, you understand the importance and value of the relationships with your clients. The service you provide to them is backed by a thorough analysis and deep understanding of their needs, knowledge of the industry and products available to meet these needs, and the value of the financial advice you offer.

The short term and long term insurance offerings are vastly different, and each requires a different set of skills, knowledge, accreditation, and expertise. The products also offer very different protection and cover for a very diverse set of eventualities.

Econorisk, established in 2001, is one of the largest risk and advisory businesses in South Africa. Our value lies in our experienced team of people and business partners who meet all the diverse, risk-related short term insurance needs of our clients. We are really appreciative that our satisfied clients and insurance partners spread the word about Econorisk. It’s hands down one of the most notable ways we have been able to grow. So we developed a referral incentive programme to reward you for allowing us to service your clients short term insurance requirements.

REFERRAL INCENTIVE:

It’s simple. Refer your life clients to Econorisk for their short term insurance requirements and if the referral is successful, you will receive a portion of our income on a recurring basis. You simply facilitate the introduction, and we fulfil the entire short term service, from underwriting to claims and everything in between.

Referral Model Steps

Why you should consider the Referral Model?

  • Portfolio: You are able to extend your product offering to your clients, where Econorisk can cater for their short term insurance needs.
  • Commission: You can earn easy commission on business that you traditionally were unable to capitalise on. We pay a portion of our income (on a recurring basis) to you as the referral agent.
  • Minimal Effort: Once you have entered into the referral agreement, you will facilitate client introductions to Econorisk, but are not required to fulfil any additional administrative functions

Why partner with Econorisk?

  • You can enjoy the peace of mind that your clients’ short term insurance portfolios are handled by one of South Africa’s leading short term insurance brokers and risk advisors.
  • Econorisk holds binder agreements with South Africa’s leading A-rated intermediated insurers; Bryte, CIB (Guardrisk), Hollard and Santam. We work with all short term markets in South Africa and have agencies with over 80 insurers and UMA’s. This means your clients will obtain comparative quotes from these leading insurers.
  • We have the expertise to assist with a conventional personal policy to highly complex risks. Our broad scope of insurance cover includes personal, commercial, specialist and niche sectors.
  • We have a nationwide presence with offices in Johannesburg, Durban and Cape Town.
  • Econorisk has over 110 experienced specialists who will manage your clients changing risk profiles. Your client will be assigned to a professional Account Executive, who will manage all aspects of their short term portfolio.
  • We have excellence in back-office administration support and offer end-to-end insurance solutions, which ensures a seamless risk management process from issuing policies to administering claims.
  • Econorisk
    • is an authorised Financial Services Provider (FSP) accredited by the Financial Sector Conduct Authority (FSCA);
    • is a member of the Financial Intermediaries Association (FIA);
    • has Professional Indemnity Insurance exceeding the minimum requirements of the FSCA.

At Econorisk, we fulfil all broking functions, ensuring the client is appropriately insured and is serviced in all respects. And with the attractive benefits, you get to enjoy the rewards.

To open your referral account, contact: referral@econorisk.co.za