Benefits for Service Organisations*

Assessment, alignment and review

  • Comprehensive due diligence
  • Formal on-boarding protocols
  • Detailed monitoring and accountability

Organised with purpose-built technology

  • Cloud-based platform with all the tools and technology
  • An integrated and centralised operating system
  • Features to measure and assess the service performance outcomes
  • User Guide with simple instructions and diagrams

Consolidated administration and reporting

  • Allows you to administer referrals, communicate, record and report on critical service information in a professional, integrated and consolidated format for your operational staff and management representatives

Coverage and distribution

  • Enhances professional service coverage in required geographical locations
  • Builds an Approved Product List (APL) network
  • Increases product distribution opportunities
  • Provides an effective way to increase dedicated service capacity

Retention and growth

  • Enhances member retention outcomes
  • Increases new member and client opportunities
  • Builds reciprocal referral relationships and a commercial network
  • Supports the development, growth and prosperity of your business

Scale and efficiency

  • Provides guaranteed economies of scale and operational efficiencies
  • Reduces administration and service costs
  • Provides guaranteed cost savings

Reputation and promotion

  • Enhances your brand, credibility and reputation
  • Showcases the true value and integrity of your service through your professional conduct

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*Includes banks, superannuation funds, accounting organisations, mortgage broking organisations, insurance companies, private companies, public companies, government organisations and not-for-profit organisations