“Contingent Liability Briefcase” Sanlam Business Market Deliver quality business insurance solutions to your clients using the 1 -2 -3 of Business. The 1 -2 -3 of Business Sanlam Business Market Financial Solutions for Business Owners
“Contingent Liability Briefcase” Sanlam Business Market This presentation gives you an overview of the 1 -2 -3 of Business and the support material that is available to assist you in solving your business owner client’s contingent liability problem. The support material is available in English and Afrikaans and can be downloaded from the Contingent Liability briefcase or Sanport. The 1 -2 -3 of Business Sanlam Business Market Financial Solutions for Business Owners
The 1 -2 -3 of Business
What is the 1 -2 -3 of Business? • Business insurance analysis tool • Web-based • System driven • Addresses all aspects of needs identified (structure, tax etc. ) • Report (FAIS compliant) • Generates relevant agreements ready for your clients signature • Includes a communication to the accountant 1 Contingent Liability 2 Credit Loan Account 3 Buy and Sell 4 Key Person Risk 5 Debit Loan Account 6 Overhead Protector 7 Replacement of Income Access to an online or paper version • Business insurance needs addressed by the 1 -2 -3 of Business • Integrated quotation • Integrated application form
The 1 -2 -3 of Business We reached a significant milestone at the end of 2013! Allegiance Consulting • 1 March 2014 – 15 years • 1 -2 -3 of Business – 7 years • Average 1 -2 -3 = R 18. 2 m • Not a single complaint • No litigation • Quality of advice
1 -2 -3 of Business Processing options www. 123 ob. co. za 1 -2 -3 of Business questionnaire Use the paper version to fulfill all your business insurance needs.
1 -2 -3 of Business Integrated Sanlam quotation & application form
The 1 -2 -3 of Business?
1 -2 -3 of Business Support Independent Financial Advisors ● Allegiance Call Centre : Charlene van Staden ● Contact number : 0861 legal 1 / 0861 534 251 ● Email address : 123@allegiance. co. za ● Fax to mail : 086 661 3425 ● Legal support : Speak to your BC
1 -2 -3 of Business Support Sanlam Financial Advisors ● FPA Call Centre : Achmalia Maans ● Contact number : 021 947 8408 ● Email address : 123 ob@sanlam. co. za ● Fax to mail : 021 957 2487
The 1 -2 -3 of Business
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