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:

https://www.premiumbroker.com.au/insurance

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

Compliance Topics
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Premium Brokers are Accredited Members of Vow Financial Pty Ltd and
the Mortgage & Finance Association of Australia.   Premium Broker Pty Limited ABN 40 105 746 692

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Australian Credit Licence 392625