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The 1-2-3 of Business

“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. “Contingent Liability Briefcase”. Sanlam Business Market.

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The 1-2-3 of Business

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  1. “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

  2. “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

  3. The 1-2-3 of Business

  4. 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.) • Access to an online or paper version • Report (FAIS compliant) • Generates relevant agreements ready for your clients signature • Includes a communication to the accountant • Integrated quotation • Integrated application form Business insurance needs addressed by the1-2-3 of Business

  5. The 1-2-3 of BusinessWe 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 = R18.2m • Not a single complaint • No litigation • Quality of advice

  6. 1-2-3 of BusinessProcessing options 1-2-3 of Business questionnaire www.123ob.co.za Use the paper version to fulfill all your business insurance needs.

  7. 1-2-3 of BusinessIntegrated Sanlam quotation & application form

  8. The 1-2-3 of Business?

  9. 1-2-3 of Business SupportIndependent Financial Advisors • Allegiance Call Centre : Charlene van Staden • Contact number : 0861 legal1 / 0861 534 251 • Email address : 123@allegiance.co.za • Fax to mail : 086 661 3425 • Legal support : Speak to your BC

  10. 1-2-3 of Business SupportSanlam Financial Advisors • FPA Call Centre : Achmalia Maans • Contact number : 021 947 8408 • Email address : 123ob@sanlam.co.za • Fax to mail : 021 957 2487

  11. The 1-2-3 of Business

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