In our first blog post, we looked at the benefits of becoming directly authorised and in our second post, you heard from David Robertson, Managing Director of Prospero Insurance, about why he became directly authorised. Now, in the third and final part of our AR series, our Head of New Sales, Adam Lee, talks about how our Member Service teams can help you make the switch.
Become the talk of the town with Marketing Consultancy
As part of your membership, our in-house team of marketing experts will help you develop your brand by designing and creating your website and implementing campaigns. They will work with you to maximise your brand awareness, so you can stand out in the marketplace.
Expert assistance with your FCA application
Our team of Risk & Compliance experts can offer a protective arm, assisting and guiding you through your FCA application to make the process smoother and quicker for you. The team also offer comprehensive support for you and your businesses, providing you with the tools you need to remain compliant.
Leave the TOBAs to us
Our Agency team can apply for agencies your behalf and keep you up to date on the outcomes, so you can be out there spending more time creating those valuable relationship with new and existing clients.
Peace of mind with Client Money
Our Client Money Service can take care of this technical and complex area for you. The team will open at account, held in trust, complete all your client money bank reconciliations and insurer payments on your behalf, and fulfil your FCA CASS 5 reporting requirements. On top of that, we also offer a capital resource reduction of 2.4%.
Are you ready to take the next step?
Why not talk to us about becoming a Broker Network Member and how we can help you transition from being an AR to directly authorised? Please get in touch with me emailing firstname.lastname@example.org or calling 07967 186631.