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.
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