What advisers are saying about AGI
• 3 min read
Group insurance can be time consuming and cumbersome. Securing new business, making sure all eligible members are underwritten to their maximum benefits, collecting accurate data for annual reviews and ensuring claims are paid promptly can be a lot of work, particularly for larger group plans. But it doesn’t have to be that way.
We chat to AGI Chief Experience Officer Dan Ebzery and Head of Alliances Terry Cheung about why advisers and insurers both enjoy working with AGI to meet the group insurance needs of clients.
“I think there are two big advantages in dealing with AGI. The first is market-leading turnaround times for new business quotes. Assuming we have all the data, it takes AGI on average, 2 working days to provide a group quote, while the industry average is between 5-10 working days,” said Terry Cheung.
“Second, advisers have one point of contact – usually Dan or myself, who happen to have lots of experience in all aspects of group insurance. Our approach is to be as commercial and flexible as possible when it comes to new business, and we’re more than happy to help advisers as much as we can to get that group client across the line. We also understand insurer administration processes so we mentor advisers through these, particularly when it comes to underwriting, reviews and claims”.
The benefits also flow to insurers. Because AGI manage the administration, insurers enjoy a streamlined service. “Our insurance partners benefit from operational efficiencies which reduce costs and save time for all parties. It is a better experience for their brokers”, added Dan Ebzery.
But don’t take our word for it.
Read our adviser testimonials below:
We have been working with AGI since 2012. Over the years they have proven to be a reliable and trusted partner to the Steadfast Life group insurance offering.
Their group plan administration is faultless and their service offering has always been market leading, responsive and efficient.
Our company has been utilising the services of Daniel and his team at AGI for several years now. Over this period, we’ve received nothing short of outstanding service day in day out. The team are always responsive in meeting our every request and constantly exceeding our expectations.
At Gallagher’s our philosophy is to put people first no matter what, which is what we also expect from a partner. AGI understand this, which is why we partner with them.
They put people first, which makes our clients and their employees lives better for the experience. We highly recommend AGI to our valued clients and would also recommend others to share in the same experience.
AGI is our preferred administrator in the Group risk marketplace. We have dealt both directly, and indirectly (through an insurer platform) with AGI, and have always found them to be efficient, diligent and above all accurate in their administrative duties.
We trust their processes and people when dealing with our corporate clients, and are happy to recommend them to any adviser firm.
Working with global clients and brokers on a daily basis in what is a very competitive market, means as a business we rely on a range of third party providers to assist us in winning new business and growing our client base. To be a market leader we require up to date market information, timely preparation of quote requests, accurate and targeted data in relation to Group Insurance renewals, implementation of plans and assisting with underwriting and follow up. AGI are a key business partner and they certainly assist us in meeting our service standards through their market leading ongoing service, advice and administrative support.
AGI is an integral partner in our business and work with us to ensure our service offering to clients is market leading. We have always found AGI's service to be efficient, accurate and timely. In addition, AGI are progressive in their thinking and provide genuine thought leadership.
AGI’s superior back office administration system allows Certe to have our client’s policies implemented and reviewed efficiently and accurately. Having a dedicated administration team like AGI means the team at Certe can spend more time adding value to our corporate clients through member education, personal advice and claims management.
Over the many years that we have been involved in the group risk market, we have had dealings with many different parties.
Dan Ebzery is up there amongst some of the best.
He is a pleasure to deal with as he understands the requirements of the market and will mould and adapt AGI to help as and when required.