EFFICIENT INSURE IS A SPECIALIST DIVISION WITHIN EFFICIENT WEALTH THAT IS RESPONSIBLE FOR THE DELIVERY OF PERSONAL, COMMERCIAL, AGRI AND SPECIALIST INSURANCE.
Efficient Insure is a specialist division within Efficient Wealth which offers insurance advice on behalf of your financial advisor, as an added service to our clients.
You wil have access to a team of advisors and client relationship consultants for the delivery of the company’s personal, commercial, agri and specialist insurance.
The management team of Efficient Insure has more than 50 years’ collective experience in insurance consulting. The experience and knowledge our insurance specialists have will significantly enhance your understanding and experience of your insurance needs. With their support team, they will ensure that your insurance needs will continue to receive constant and personal attention.
Efficient Insure also provides the necessary guidance and support with regards to interacting with your insurance service provider after your policy inception date (for example: how to claim).
WHAT YOU CAN EXPECT OF ME:
- Full needs analysis
- Suitable proposal of option choices
Advice to make an informed decision - Ongoing service and assistance with the management of your benefits
- Annual reviews