Distribution & Technical Consultancy
WinSure Financial offers three Distribution Consultancy options: -
- Full Distribution Review (including Technical Review) will be a 5-day onsite visit with detailed report
- Technical Review will be a 3-day onsite visit with detailed report
- Bespoke consultancy and mentoring programs
The reviews offer excellent value to gain third party expertise but the report is aimed at advising on suitable technology solutions for the organization, focusing on distribution platform, app development or possible product additions such as telemedicine, concierge services or protection products. These reviews are door openers into the middle and smaller financial institutions that don’t have the global resources of the large multi-nationals
Enabling partners to deliver profitable multi-channel distribution growth
We provide a unique operational review of distribution channels that touches all the points that have an effect on the performance of the sales teams
We value long-term relationships and provide ongoing training, support and mentorship to our partners where needed
We offer a cutting-edge onboarding platform that can be customized to suit Agency, Brokerage, B2C and Bancassurance distribution
We partner with Global FinTech and InsurTech platform and digital solution providers