Independent Broker
Independent brokers can provide these extended services to their clients by referring their clients to Optivest.
Process
Optivest has develop a marketing support process that is fully FAIS compliant and suitable for assisting members with the entire process, from medical scheme quotations to joining a medical scheme.
Benefits to the independent broker
- The benefit of dealing with Optivest is that Optivest specialises only in healthcare consulting. The broker’s client base is protected, as no cross-selling is done. This essentially means that if an independent broker is not in a position to assist his clients with healthcare, he stands the chance of losing those clients. Working with Optivest not only secures the client base but also offers a professional service to clients.
- As a referrer, the independent broker needs not to be accredited by the Council for Medical Schemes, thus saving on business practice expenditure.
- Limiting compliance exposure. Access to a state-of-the-art comparative quotation system.
- Compliance accountability. To be able to offer a truly professional service to intermediaries, our consultants have excellent qualifications and training. They have been accredited by the Council for Medical Schemes, licensed in terms of the Financial Advisory and Intermediary Services Act (FAIS) and accredited by the various medical schemes.
- Brokers can focus on key business areas and continue to grow their client base while we attend to their clients’ healthcare needs.
- Ring fence clients as we consult only on healthcare-related issues.