Resources
Lots of important information
Insurance is a financial service.To provide insurance policies, advice, claims advocacy and deal with insurers on your behalf, there’s some things you need to know about us.
Guides, policies and codes of practice are below.
Statement of our ASIC registration, who we are, what we are part of and how we do business, including our complaints procedure.
You need to know some personal identification information about you. We take very good care of it. This policy will outline how we do that and where your information may go. If there’s any variation, we will talk that through with you.
An insurance policy is a contract. There are terms and conditions. Some of the most important are around sharing factual information, keeping the insurer up to date with business and assets and ensuring accurate sums are given to the insurer. These are really important and if you’d like to discuss, please give us a call.
Sometimes things don’t go as expected and it’s worthwhile pursuing your grievances. The legislation (Corporations Act 2001) and NIBA Code of Practice clearly outline how we deal with complaints about us, insurers and their products and claims. You need to know how to go about that.
Working with Panoply
Find out how we provide you serviceWe act on your behalf. We go to all insurers. We negotiate
You are our reason for being here. You know your business and we know insurance.
How we do what we doOur Client Proposal outlines how we look after you and your business. It sets up the timelines and expectations. You will get a clearer and structured view of how we operate.
Insurance Cover ReviewYour business may be new or well established. It doesn’t hurt to have another pair of eyes looking over one of the largest expenses. We will make sure the market has been scoped for your business including the best cover.
NIBA Insurance Broker Code of PracticeThis is our industry association. It gives us a voice, a common education and guidelines of how to interpret our market and the regulations governing it. This Code of Practice is your guide of how insurance brokers should perform.
Supporting Vulnerable Customer PolicyIt is important you are heard. It is important you understand your insurance cover clearly. As an essential product for the protection of your assets, we must ensure you understand and are understood. No matter what your circumstances.
These documents and information are provided to help you understand insurance.If you are still unsure - please reach out. One thing our clients mention often is how they didn’t understand insurance until they had a chat with us. Let’s have a chat.Our drive to make insurance work for you is fueled by being in business ourselves. These are our policies and legislation guidelines and information to make sure we help you.-
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Personal Information we collect, how we store it, how we use it, where it goes and how to contact us if you have any issues.
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