C.33 Compliance - General Insurance
General Insurance Quotes
In many cases an insurance policy will need to be noted with the lenders interest. If a client has requested assistance with a General Insurance quote brokers can use a variety of sources to assist your client.
1. Vero via Vow Financial process (refer to Vow Financial for instructions
2. Eagle Insurance Brokers (Premium Broker's preferred choice)
3. Direct to insurers and
Eagle Insurance Brokers
Clients can be referred to our website for more information:
PERSONAL INSURANCE QUOTES
Home, Car & Landlord Insurance - please email John Terenery the following:
a) Full Names of the Clients
b) Type of Insurance Required - ie Home, Car & Landlords
c) Lender to be noted
d) Minimum Amount Required
e) as much other detail as you can - ie link to the property etc
John Trenery Eagle Insurance Brokers E: john@eagleinsurance.com.au
M: 0488 893 231
BUSINESS INSURANCE QUOTES
Commercial Property, Industry, Workers Comp etc - please email David Bailey
a) Full Names of the Clients
b) Type of Insurance Required - ie Home, Car & Landlords
c) Lender to be noted
d) Minimum Amount Required
e) as much other detail as you can - ie link to the property etc
David Bailey Eagle Insurance Brokers E: david@eagleinsurance.com.au
M: 0438 833 287
Your Responsibility
NO INSURANCE ADVICE Please do not provide insurance advice unless you are properly qualified ADVISE COMMISSION IS PAID If you are receiving a commission you should let the client know.
Benefits of using an Insurance Broker
Experienced, Knowledgeable & Friendly Staff
Wide Range of Insurance providers & solutions
Comprehensive Cover at Low Prices
Personal Experience – we have used them and love them
Dedicated Claims Area Eagle will also represent and lodge your claims on your behalf
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