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Insurance Broking Firm

Client Profile: Our client has been in this industry for the last 8 years. They have 6 insurance brokers who service clients across Australia.

Background: The client had 1 paraplanner for each insurance broker in the business. This ended up being 6 paraplanners working in the business. The cost was $65k per year per paraplanner. The client was looking for a solution to save cost considering the insurance industry was going through changes and the upfront commissions were being reduced.

24×7 Direct Solution

  • The client started with 1 paraplanner.
  • Paraplanner prepared SoA’s based on file notes prepared by the insurance broker.
  • Once SoA was accepted by the customer, paraplanner would submit the policy on the insurer portal
  • Paraplanner would also coordinate all underwriting requirements and deal with doctors and medical practitioner
  • Once policy was accepted, paraplanner will cancel old policies using consent form and email the customer letting them know of the progress.
  • Maintain all filing for each customer
  • Prepare review reports and book appointments with customers for annual review.
  • Follow up with customers for any dishonoured payments
  • Follow up with customers who have cancelled policies
  • The client now has 4 paraplanners working offshore with us.
  • Out of the 6 onshore paraplanners, 3 have upskilled to become insurance brokers with the same
    firm and 3 have moved on. No staff were laid off. This transition took place over a period of 12 months.
 

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Impact: The client was paying about $65k per year per paraplanner. 6 paraplanners was costing them $390,000 per year. By hiring 4 paraplanners with 24×7 Direct, the client was now paying $120,000 per year. Not just that but they were able to upskill 3 of their internal paraplanners to become insurance brokers who further generated revenue for the business.
 

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I'm very grateful to 24x7 Direct for providing me with high level and inexpensive staffing solutions. Highly recommended as an offshoring solution to meet your company's needs.
Kitty ParkerPROPERTY BUYERS AGENT
Kitty Parker

24x7 Direct are brilliant! My first offshoring experience. Not only is my VA great but Devang and Tremayne have been there with me every step of the way with ideas and assistance. Great job guys, much appreciated!
Jason SmithFINANCE BROKER
Jason Smith

I have found the 24x7 extremely helpful and professional. I have been sceptical about the concept of having virtual staff all this while but have found it helpful in riding the rough patch of growing a business in the midst of a pandemic. Glad I took this route.
Shivendra KumarBUSINESS ADVISORS
Shivendra Kumar

The team at 24x7 has always been of service to us. They have a good set up and are very responsive. The Virtual Assistant they recruited for our business has been learning a lot quickly and so far has been good and supported our growth. I recommend 24x7 to anyone that is looking at outsourcing admin staff. It's easy, they are supportive, and genuinely want your business to flourish.
Paola TapiaBUSINESS CONSULTING
Paola Tapia

Fantastic service, really fast and beautiful video editing. So thoughtful too, coming back with questions to make sure it was perfect and what I wanted. Huge thanks!
Emmy SobieskiCOACH AND FOUNDER
Emmy Sobieski

HIGHLY recommend Devang and Tremayne for your outsourcing needs. Excellent customer service and ongoing support. Keep up the great work gents. Super pumped for what’s to come
Adrian LeaMASTER COACH
Adrian Lea
It has been an absolute pleasure working with 24x7 Direct. They were able to manage the entire process of finding and recruiting a qualified virtual staff member with all the skillsets I required. I am now able to focus on tasks that are better use of my time and it has quite literally save me 20 hours per week. Furthermore, they manage the ongoing performance of the virtual staff member themselves which makes my life much easier. Highly recommended you reach out to them to build your virtual team
Ahmad Imam
Ahmad Imam
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I'm very grateful to 24x7 Direct for providing me with high level and inexpensive staffing solutions. Highly recommended as an offshoring solution to meet your company's needs.
Kitty ParkerPROPERTY BUYERS AGENT
Kitty Parker

24x7 Direct are brilliant! My first offshoring experience. Not only is my VA great but Devang and Tremayne have been there with me every step of the way with ideas and assistance. Great job guys, much appreciated!
Jason SmithFINANCE BROKER
Jason Smith

"I had 5 staff in Melbourne doing a variety of roles. By having a dedicated team I was able to reduce it down to 3 staff. Helped my bottomline"
Casandra SmithCEO
Casandra Smith

I have found the 24x7 extremely helpful and professional. I have been sceptical about the concept of having virtual staff all this while but have found it helpful in riding the rough patch of growing a business in the midst of a pandemic. Glad I took this route.
Shivendra KumarBUSINESS ADVISORS
Shivendra Kumar

The team at 24x7 has always been of service to us. They have a good set up and are very responsive. The Virtual Assistant they recruited for our business has been learning a lot quickly and so far has been good and supported our growth. I recommend 24x7 to anyone that is looking at outsourcing admin staff. It's easy, they are supportive, and genuinely want your business to flourish.
Paola TapiaBUSINESS COMSULTING
Paola Tapia

Fantastic service, really fast and beautiful video editing. So thoughtful too, coming back with questions to make sure it was perfect and what I wanted. Huge thanks!
Emmy SobieskiCOACH AND FOUNDER
Emmy Sobieski

HIGHLY recommend Devang and Tremayne for your outsourcing needs. Excellent customer service and ongoing support. Keep up the great work gents. Super pumped for what’s to come
Andrian LeaMASTER COACH
Andrian Lea
Previous
Next

I'm very grateful to 24x7 Direct for providing me with high level and inexpensive staffing solutions. Highly recommended as an offshoring solution to meet your company's needs.
Kitty Parker
Kitty ParkerPROPERTY BUYERS AGENT

24x7 Direct are brilliant! My first offshoring experience. Not only is my VA great but Devang and Tremayne have been there with me every step of the way with ideas and assistance. Great job guys, much appreciated!
Jason Smith
Jason SmithFINANCE BROKER

"I had 5 staff in Melbourne doing a variety of roles. By having a dedicated team I was able to reduce it down to 3 staff. Helped my bottomline"
Casandra Smith
Casandra SmithCEO

I have found the 24x7 extremely helpful and professional. I have been sceptical about the concept of having virtual staff all this while but have found it helpful in riding the rough patch of growing a business in the midst of a pandemic. Glad I took this route.
Shivendra Kumar
Shivendra KumarBUSINESS ADVISORS

HIGHLY recommend Devang and Tremayne for your outsourcing needs. Excellent customer service and ongoing support. Keep up the great work gents. Super pumped for what’s to come
Adrian Lea
Adrian LeaMASTER COACH

Fantastic service, really fast and beautiful video editing. So thoughtful too, coming back with questions to make sure it was perfect and what I wanted. Huge thanks!
Emmy Sobieski
Emmy SobieskiCOACH AND FOUNDER

The team at 24x7 has always been of service to us. They have a good set up and are very responsive. The Virtual Assistant they recruited for our business has been learning a lot quickly and so far has been good and supported our growth. I recommend 24x7 to anyone that is looking at outsourcing admin staff. It's easy, they are supportive, and genuinely want your business to flourish.
Paola Tapia
Paola TapiaBUSINESS CONSULTING
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24×7 Direct is a leading Australian BPO focused on delivering intelligent, intuitive and effective Offshore/Virtual Staffing solutions across Australia.

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  • 25 Ninevah Crescent, Wheelers Hill Vic 3150
  • 03 9014 1414
  • ABN: 65 106 793 319
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