Public Blog 2017-09-29T21:32:25+00:00

Student wins Zonta International award – Sponsored by Kepa

October 2nd, 2017|Categories: Public|

TALENTED AUCKLAND STUDENT WINS PRESTIGIOUS ZONTA INTERNATIONAL YOUNG WOMEN IN PUBLIC AFFAIRS AWARD  - Sponsored By Kepa. Emilly Fan has been named as the recipient of a Zonta International and a Zonta International New Zealand District 16 (Zonta) Young Women in Public Affairs Award. Nominated by the Zonta Club of Auckland North Shore, Emilly is currently a Year 13 student at Takapuna Grammar School and is interested in combining the application of environmental principles [...]

Kepa enjoys an excellent year

September 29th, 2017|Categories: Public|

Kepa enjoys an excellent year The financial year ending 31 March 2017 revealed some impressive growth across our business, and the future looks good. Let me explain in this update. Developing business With more Advisers, from both risk and home loan areas, coming on board, Kepa’s membership is growing. Many of our existing members enjoyed substantial sales growth, particularly those involved in our coaching, mentoring and business development seminars. Also, and putting aside sales numbers, [...]

Great time savers for an insurance adviser

June 17th, 2017|Categories: Public|

Great time savers for insurance advisers Being an insurance adviser and providing great client service is a critical component for creating new business, not to mention better retention, so your persistency rates are good. Below are some great time saving tips to help you provide great customer service.  These tips may be more for newer advisers rather than the more established adviser businesses. EMAIL TEMPLATES Create email templates to speed [...]

Segmenting your Adviser CRM

June 17th, 2017|Categories: Public|

Segmenting your Adviser CRM Segmenting your adviser CRM will help you improve sales. A great CRM can contribute to identifying more sales opportunities within your own client base as well as help you close more prospects.  I’ve been a strong CRM advocate since my early days when I was with Caledonian Financial Services using LifeBASE. I quickly discovered that if I segmented my client base I could find out who [...]