INSURANCE PRESENTATION · Compsure Insurance Consultants (Pty) Ltd, with company registration...

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INSURANCE PRESENTATION (010) 1101 369 www.compsure.co.za

Transcript of INSURANCE PRESENTATION · Compsure Insurance Consultants (Pty) Ltd, with company registration...

Page 1: INSURANCE PRESENTATION · Compsure Insurance Consultants (Pty) Ltd, with company registration number 2013/224852/07 is a registered Financial Services Provider under FSB licence number

INSURANCE

PRESENTATION

(010) 1101 369

www.compsure.co.za

Page 2: INSURANCE PRESENTATION · Compsure Insurance Consultants (Pty) Ltd, with company registration number 2013/224852/07 is a registered Financial Services Provider under FSB licence number

Compsure Insurance Consultants (Pty) Ltd, with company registration number

2013/224852/07 is a registered Financial Services Provider under FSB

licence number FSP 47507. We are a Level 1 B-BBEE insurance advisor and

broker as well as a correspondent of Lloyd’s of London which gives us much

needed international expertise.

We bring to the fore a unique combination of resources and expertise from

qualified short term insurance professionals with a combined experience in

excess of 100 years. Full details of individual expertise are contained within

this document.

Our business is focussed on personal lines, commercial and corporate

insurance as well as reinsurance broking. Our value proposition is to advise

and assist clients in the comparison of the best product with the most

suitable excess structures at the best possible price.

We have been appointed by some of South Africa’s largest insurers:

The foundation of our business model is firmly based on integrity, trust and

expertise. Based on these principles and knowledge of the market our point

of departure is that:

• Not all insurance policies are the same

• Do not trust a focus on price only

• Understanding the product offering and the insurer are equally important

• At annual renewal /policy anniversary we undertake a full review of our

clients policies by comparing it to products available in the market

• We interpret and unravel the complexities of the products and provide

risk management advice for our clients

• We register, track and manage claims and provide the client with

ongoing feedback throughout the process

Alexander Forbes Auto & General Discovery Insure

Echelon Hollard Mutual & Federal

Santam Lion of Africa Unity

Virseker Zurich 1st for Women

WHO IS COMPSURE

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OUR FOCUS

When considering an insurance policy, it’s important to take the

following factors into consideration. These factors should not be

considered in isolation but as a combined measure for the

quality and comprehensive cover of your insurance policy.

We will assist you in comparing your

current cover to market related products

based on these four factors.

A policy that costs a little more might be of

more value to a reduction in excess

structure or because it is through an insurer

that is known for paying our claims.

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LEVEL 1 B-BBEE CERTIFICATE

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FSB CERTIFICATE

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THE COMPSURE TEAM

ILONA HILDITCH Managing Director

“I am a forward thinking strategist with exceptional business skills and acumen. I am highly passionate about the short-term insurance industry. I believe in surrounding myself with highly effective and career driven people. A blend of strong experience and new age ideas lead to exceptional outputs in business.”

Experience:

Ilona has over 33 years experience in the short-term insurance industry. She spent several years

as the head of a direct marketing division within Alexander Forbes where she was responsible

for business growth, strategy and product development and servicing. She was the appointed

as the Executive for Marketing and Advertising for the insurance business where she served for

the majority of her career. She managed a highly successful team and assisted the executive

committee in creating the successful and well known brand that Alexander Forbes Insurance

(AFI) enjoys today.

Ilona was also tasked with the creation of an outbound call centre for (AFI). Not only did she

create and establish this call centre but she managed and ran it for 9 successful years

generating 100s of millions of Rands in revenue for the company.

Qualifications:

PR Diploma (Damelin)

Social Media and Digital Marketing accreditation (University of Cape Town)

IMM (Damelin)

MDP (Gordon Institute of Business School)

RE and KI qualifications in short-term insurance (Personal and Business)

Why Insurance?

“Treating Customers Fairly (TCF) is core to what I believe in. By demonstration the foundation of our business is to educate clients about the importance of purchasing the right cover for their particular needs. My goal is thus that the client trusts the advice given because the cover fulfils their personal needs.”

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THE COMPSURE TEAM

MALESELA SONNY LEDWABA Director: Personal Lines

ALBERT SIGAUKE Director: External Sales

“I am a highly motivated, emotionally intelligent and natural born sales person. I love dealing with people and am passionate about the emancipation of the previously excluded within the financial services sector.”

Experience:

Malesela, has 13 years experience within the financial services sector. Malesela’s specialty lies

within the short-term insurance industry. He started as a call centre agent at Jorgensen Lascaris

Financial Services where he was their top sales consultant. His journey in short-term insurance

started with the Telesure group before moving to Alexander Forbes Insurance where he was the

top national sales consultant for 2013/2014 and 2014/2015 winning several accolades within

the company.

Malesela was promoted to a business support manager within Forbes before being promoted

again to the National Business support manager for the entire business.

Qualifications:

Currently studying a Bcom in Insurance (Milpark)

RE5 and 1 and KI qualifications in short-term insurance

HCI, (Milpark Business School)

Manager mentor program (Harvard)

“I am a highly competent individual with a focus on efficiency while being friendly and keenly aware of clients needs. I am always

open to learning new things and excited to do so.”

Experience:

Albert, has over 10 years experience in the short-term insurance industry with his expertise in

financial advice and the correct execution and implementation of short-term insurance policies.

Albert was a business development consultant with Alexander Forbes for 5 years before being

promoted to business development team leader and shortly after to business development

manager.. His insurance knowledge and determination to succeed has served him well over the

last 10 years.

Qualifications:

IISA program in short-term insurance (UNISA)

RE qualifications in short-term insurance

Manager mentor program (Harvard)

Wealth Management NQF 5 (Damelin)

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THE COMPSURE TEAM

YONDIE BOMVU Director: Business Insurance

GARIKAI GIDION Director: Reinsurance

“I am a proactive individual who understands the value of listening more than speaking. Improving client service through innovative ideas and excellent service is my passion.

Experience:

Yondie., has 11 years working experience in sales, marketing and business development in the

short-term insurance industry and FMCG. Yondie was a relationship and consumer relations

expert within the Bidvest group and worked as a business development executive at

Outsurance. She has exceptional experience and knowledge of the business insurance space

dealing with significant commercial insurance portfolios.

Yondie adds numerous year of personal lines experience to her business insurance knowledge

making her an all rounder in the short-term insurance space.

Qualifications:

Personal & Business Insurance Accredited Key Individual (SIAS Learning Academy)

RE qualification in short-term insurance.

Sales & Marketing Diploma (UNISA)

“I love working with numbers and insurance is a numbers game. I love risk management more than anything else.. I am passionate

about risk mitigation and assisting my clients on this matter.”

Experience:

Garikai (known as Gidion by the team), has 15 years experience in the short-term insurance

industry with exception skills in reinsurance. Gidion has worked for most major reinsurance

brokers within sub Saharan Africa. He has managed Pan African programmes in the

telecommunication, finance and manufacturing sectors.

Gidion’s expert knowledge and experience in the reinsurance space accompanied by his

business insurance abilities and qualifications makes him the perfect candidate for all your

insurance and reinsurance needs.

Qualifications:

Bcom in Insurance and Risk Management (NUST)

RE and KI qualifications in short-term insurance.

Fellow – Insurance Institute of South Africa

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THE COMPSURE TEAM

MOHAMMED RAJAH Senior Broker: KwaZulu Natal

BULELWA BALIWE Senior Broker: Gauteng

“I am a self motivated and driven individual. I believe that in order to succeed you must want to succeed. If it is to be it is up to me! I also believe in doing things the right way from the start. Being ethical in all your dealings is critical .”

Experience:

Mohammed, has over 10 years experience in the short-term insurance industry starting in a call

centre environment making outbound sales. Mohammed quickly moved up into the broker

space as a broker consultant. He forged many relationships with brokers in the northern Natal

region.

Mohammed moved to SA home loans to assist in kick starting their short-term insurance

division before moving to Alexander Forbes Insurance in Durban as a business development

consultant. From this position Mohammed catapulted his career through his work ethic to

become the regional new businesses development manager for the KwaZulu Natal province.

Qualifications:

NQF Level 5 in Wealth Management and RE5 and KI certificates.

Level D Grassroots and Development Qualification

Advance management development program (Telesure)

“I am a highly confident individual with a natural interest in sales and excellent business acumen. I am passionate about using human resources methodologies to realise business goals.”

Experience:

Buli, has 11 years working experience in the short-term insurance industry. She is skilled in

both personal and business insurance. Her experience ranges from working at FNB as a clerk to

over the phone sales for MTN. She has worked for direct insurers like Auto & General and in the

broker space at Okeef and Swartz.

Buli, was a highly decorated and celebrated sales consultant at Outsurance for many years

before joining the Alexander Forbes Insurance family. She excelled at Forbes and won top sales

consultants for numerous months in a row .

Qualifications:

Certificate in managing the employment process (UNISA) & certified ( ISIDA)

RE qualification in short-term insurance

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THE COMPSURE TEAM

STEVEN CARD Director: Brand & Marketing

DEBRA MAKETE Servicing Consultant

CALL CENTRE CONSULTANTS & ADMINISTRATORS

Abbey Tsinyane Pearl Mabunda Yaseen Bhayat Johann Bellingham

“I am a driven and self motivated individual with a passion for digital marketing, graphic design and videography. I believe that building your personal brand through an exceptional work ethic, treating people with respect and having a positive attitude is key.”

Experience:

Steven, has had 5 years experience in the short-term insurance industry specialising in lead

generation for both personal and business insurance along with strategic systems and

marketing implementation. Steven was instrumental in developing and implementing the

Alexander Forbes Insurance digital and social media strategies.

Steven, has gained a vast amount of knowledge and experience from the short-term insurance

world and has become involved in sales, service, management and many other roles beyond

marketing and branding.

Qualifications:

BA Theology (ICBM)

Diploma in Business Management (UNISA)

Debra manages our servicing and claims department as the senior

consultant. She is our point of entry for clients queries. Her

dedication to client service and customer experience is unmatched

given her years experience with international insurance houses. Her

friendly demeanour and knowledge of all insurance related

matters is what allows her to exceed clients expectations. She has

an NQF level 4 qualification with 152 credits in short-term

Insurance. She is an RE Representative.

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OUR OFFICES

Our head office is situated at the following address:

9 Felstead Avenue

Fancourt Office Park

Block 11 Ground Floor

Northriding

Johannesburg

2162

We have branches in Johannesburg and Durban, but

we service on a national scale.

JOHANNESBURG

DURBAN

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OUR INSURERS

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PRODUCTS & SERVICES

We have been mandated by some of South Africa’s largest insurers

to provide tailor made insurance products specifically designed to

meet our clients needs.

Our Services Include:

• Negotiations of lower premiums on behalf of our clients, along

with lower excess structures and better cover

• Negotiating the terms of client’s annual renewal terms on their

behalf. We have an exceptional relationship with our insurers

which makes this easier for us to do

• We manage any and all claims on our clients behalf removing

the burden of claiming, allowing them to focus on what’s

important. We ensure claims are processed timeously and

ensure benefits like car hire, services like accessors and repairs

are available and ready when needed

• We assist clients in making amendments to their policy,

ensuring their cover is always up-to-date

• We evaluate our clients policies annually to ensure that they

are covered correctly and that their cover is the best value for

money on the market

Our Mission:

To assist our clients in making informed decisions on

which insurer and cover to select in order to protect their

personal and commercial assets at competitive prices

based on competitive product offerings.

Our Product Offering:

• Motor Insurance

• Household Insurance

• Building Insurance

• Business Insurance

• Corporate Insurance

• Reinsurance

Page 14: INSURANCE PRESENTATION · Compsure Insurance Consultants (Pty) Ltd, with company registration number 2013/224852/07 is a registered Financial Services Provider under FSB licence number

PRODUCTS & SERVICES

Page 15: INSURANCE PRESENTATION · Compsure Insurance Consultants (Pty) Ltd, with company registration number 2013/224852/07 is a registered Financial Services Provider under FSB licence number

PRODUCTS & SERVICES

Page 16: INSURANCE PRESENTATION · Compsure Insurance Consultants (Pty) Ltd, with company registration number 2013/224852/07 is a registered Financial Services Provider under FSB licence number

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Policies

POLICY COUNT

*15 May 2017

Compare and be sure with Compsure Insurance Consultants.

We will compare based on price, product, provider & excess

structure.

We conduct a free review on your insurance policy which is a

win, win for you. If we can improve your cover, get you a

better rate or reduce your excess you win. If we can’t mat

your policy you are assured that you have the best cover on

the market.

(010) 1101 369

www.compsure.co.za