Risk Advisers

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Risk Adviser Administration

Arrow are able to do all or parts of the below:

  • Maintenance/ Implementation of Data Base data entry of updates to clients files, file notes, letter generation, memos, appointments, reviews, reminders , work flow, diary etc
  • Paper Free Office. Scanning of paper (Files/mail/etc) and then adding to data base or client computer file.
  • Telephone Answering and call direction.
  • (General Advice and assistance eg change of address, Direct Debits, policy query, claims, statements, Medical reports, application omissions/queries/updates, etc can be attended to on behalf of Adviser)
  • Systematic letter distribution (or telephone call or emails as required) to clients. Develop and implement a system compatible to business that a work flow process is in place.
  • Monitor and follow up return of necessary forms issued.
  • Liaise/monitor with provider that any outstanding matters with insurance and/or rollovers are being attended to in a timely manner.
  • Check provider on line sites daily for all action being taken by them or action sought to be actioned to ensure being done promptly and as required.
  • Implementation regular newsletters to clients as required.
  • Regular reporting to consultants , etc (specialized reports prepared as required)
  • Prepare presentations/handouts etc for sales staff
  • Confirm appointments etc for sales staff
  • Co-ordinate paperwork
  • Develop / maintain relationship with key personnel with providers to ensure established systems/procedures are maintained at an acceptable standard by Administration expectations.
  • Remote Serviced OfficeRisk Advisers

1. All done remotely from Advisers office provided the adviser is prepared to give access to passwords etc to online sites. 2. Adviser will need to arrange remote access to their in office computer/server to enable Arrow to access any non web based programs eg: existing data base, etc. Costs for this and any establishment of a web based data base to be at Advisers expense. 3. Scanning machine held in Arrow Office. Files can be delivered to Arrow for Scanning. 4. Telephone and fax can be diverted to Arrow for answering/service and action as required. (eg Calls can be answered and transferred to Adviser). 5. Full Confidentiality Agreements put in place between Arrow and Adviser. 6. From $20.00 (plus GST) per hour or part thereof - payable to Arrow. Invoiced weekly and payable within 7 days.

The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Whilst Arrow Focus on Wealth Pty Ltd is of the view the contents of this website is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Arrow Focus on Wealth Pty Ltd or GPS Wealth Ltd or any officer, agent or employee of Arrow Focus on Wealth Pty Ltd or GPS Wealth Ltd.

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