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UInsure is a web-based referral-management system for
financial service providers and consumers. UInsure offers:
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A better way for consumers to access sound financial advice from licensed
professionals.
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An efficient job-tracking and business-development tool for service providers.
How does it work?
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Approved service providers (for example, financial planners, accountants and
insurance brokers) can establish UInsure accounts that allow them to add customer
requests, receive customer requests, handle requests in their own field, and
refer customers to nominated specialists in other fields.
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The service provider’s customers can visit the site to submit a request. For
example, they might need to start a financial plan and renew their
home/contents insurance.
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The service provider refers each part of the customer’s request to the
appropriate specialist.
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When a service provider (or their authorized representative) receives a
request, they contact the customer to discuss their needs, and then update the
customer’s file with the appropriate details.
That’s it! UInsure is safe, secure and hassle-free. As a
consumer, you don’t pay anything to use our service. You can access multiple
financial services from the one source, and the specialists will come to you.
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