Know the customer
KYC/KYB, tax references, business mandates, vulnerability and support needs.
THE INTERMEDIARY OPERATING MODEL
One relationship.
A complete record.
Follow a controlled case from first enquiry to ongoing service. These are workflow capabilities; live product sourcing and execution depend on provider integrations.
Define the service
Permission scope, product, customer location and advised, non-advised or introduction route.
Assess the needs
Fact-find, affordability, risk capacity, knowledge and specialist review.
Compare & explain
Provider panel, current quotes, total costs, disclosures and limitations.
Review the instruction
Independent decision, customer acknowledgment and externally confirmed placement.
Stay connected
In-life reviews, renewals, servicing, claims assistance and complaints.