Forget the training – We are already trained up on the portals, quoting systems, and CRM databases of the below:
Risk:
- Partners Life
- AIA/Sovereign
- Fidelity Life
- Cigna/OnePath
- NIB
- AMP
- Asteron Life
Fire and General:
- Vero
- StyleCover/Aon
- NZI
Investment and KiwiSaver:
- Select Wealth Management
- Aegis
- Booster/Grosvenor KiwiSaver
- Generate KiwiSaver
CRM’s:
- NZFSG
- Trail
- Adviser CRM
- X-Plan
- Triple-jump
- NewPark




