WELCOME TO ACCOUNTANTS INSURANCE SERVICES PTY LTD (AIS)

AIS was established after Greg Holman, Rob McGregor and Adam Rogers successfully launched their own insurance division inside their accounting firm Holmans, in 2005.  

Over the past 3 years, a lot of time and money has been spent on developing the “state of art” processes behind AIS.  It has been developed by accountants, for accountants.

Today, AIS specialises in providing tools, templates and systems to enable other accounting firms to successfully refer their client’s risk insurance needs (Life, Trauma, TPD, Income Protection Insurance) to a specialist risk adviser and their systems and processes are now being utilised throughout Australia by accounting firms to successfully refer their clients’ risk insurance needs.

The AIS Marketing Kit can be purchased by the accounting firm and/or the risk adviser.  Past experience has shown us that in the majority of cases, those accountants and advisers who share the cost are far more successful in the implementation of the AIS Marketing system.

The Accounting Firm

Accountants have a unique relationship with their clients.  They are trusted professional advisers who are privy to private financial and personal information about their clients, their families and their businesses.  In most instances, the accountant sees the client face to face at least once a year.

As trusted professional advisers, the accountant has a legal and professional duty of care to at least inform their clients of the importance of personal risk insurance.

"Accountants are not insurance brokers and should not be advising their clients in relation to specific insurance products.   Such advice is financial product advice and can only be provided by a properly licensed or authorised professional.  However, accountants also have a professional and legal duty to provide their client with all necessary information on managing business risk.  This will inevitable lead to the accountant informing the client of the need for various forms of insurance, such as Director's and Officer's insurance"

Source:  FSR: Accounting Industry Guide (a joint publication by CPAA, ICAA, NIA; Version 2; 12 April 2005; p12

If you do not already have a risk adviser, we can assist with introducing you to a suitable specialist risk adviser.

The Specialist Risk Adviser 

If you are currently working with an accounting firm and are wishing to generate more referrals then the AIS Marketing Kit could be the answer you have been looking for.  The systems and processes will assist your accounting firm in the generation of more leads and hence the opportunity for more business to be written by yourself, helping you to grow your business. 

Purchasing the AIS Marketing Kit

When you purchase the AIS Marketing Kit, you not only recieve the systems and proceccess for you/the accounting firm to use, but you also receive a one-on-one meeting with an AIS Representative.  At this initial Action Plan Meeting, a plan will be put in place for generating risk referrals over the next 12 months using the systems and processes contained within the AIS Marketing Kit.  KPI meetings will then be held monthly to track/show budgeted results against your actuals.

There is an old adage that what you can measure, you can manage.   

All of these meetings are crucial steps in developing a successul business for both the referral partner and specialist risk adviser.