As a long term financial adviser, you appreciate the importance of trusted client relationships and the responsibility that comes with providing advice based on a deep understanding of your clients’ needs, goals, and financial circumstances. Long term and short term insurance are distinct disciplines. Each requires its own specialist expertise, operational infrastructure, product knowledge, and regulatory focus. While long term advisers often identify short term insurance needs through their client engagements, managing those needs effectively requires dedicated short term insurance expertise.
Econorisk is one of South Africa’s leading short term insurance broking and risk advisory businesses. Our value lies in our experienced people, specialist market access, and national service capability across personal, commercial, specialist, and niche risks. Through the course of business, long term advisers identify clients who require professional short term insurance support. Econorisk offers a formal referral arrangement that allows long term advisers to introduce these clients to Econorisk, while Econorisk assumes full responsibility for all short term insurance services. This referral arrangement is designed to:
You introduce your client to Econorisk for their short term insurance requirements.
Econorisk renders all regulated short term insurance services, including product advice, placement, underwriting engagement, policy administration, and claims management.
Where a referral results in successful ongoing short term insurance business, Econorisk pays an agreed referral consideration to the referrer in terms of a formal referral agreement.
We've designed this programme to be maximum reward, minimal effort.
The introduction you make is recognised through a structured referral arrangement, without expanding your regulatory or operational burden.
You are able to ensure that your clients’ short term insurance needs are addressed by a specialist broker, complementing the long term advice you already provide.
Once a referral agreement is in place, your role is limited to introductions only. Econorisk manages all servicing, compliance, and administration.
Clients benefit from being serviced by one of South Africa’s leading short term insurance brokers, with access to broad market placement and dedicated claims support.
At Econorisk, we take full responsibility for ensuring clients are appropriately insured and professionally serviced, while maintaining clarity of roles, regulatory compliance, and client outcomes.
Econorisk rewards you with competitive referral fees that are paid on a recurring basis. As long as the policy you referred remains active and in force, you will continue to earn fees - creating a sustainable, ongoing income stream rather than a once-off payment.
No. Econorisk manages all administration, underwriting, servicing, and claims processes. Your role is simply to introduce or refer the lead - we take care of everything else, ensuring a seamless experience for both you and your client.
You will receive comprehensive monthly reports that provide full transparency into: Referred clients, policy status, revenue generated, ongoing performance. This allows you to easily track and manage the success of your referral portfolio.
Econorisk provides a broad spectrum of short-term insurance solutions, including: Personal insurance, commercial insurance, specialist and niche cover. With binder agreements and access to over 80 UMAs (Underwriting Management Agencies), we are able to offer clients extensive choice and highly tailored insurance solutions.
You can refer your clients with complete confidence. Econorisk offers over 25 years of industry experience, a proven track record of delivering reliable insurance solutions, Professional Indemnity (PI) cover exceeding FSCA minimum requirements. This ensures your clients receive expert advice, compliant service, and robust protection at all times.
Ready to channel your short-term leads? Contact us today.
