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How can we be of service?

At Proactive Insurance Management, it's our dedication to service, professional advice and above all transparency, that our clients benefit from the most. We take the time to explain in detail exactly what you're covered for, what options are available to you and how best to implement and manage your insurance program. 

Portfolio Reviews

We specialise in undertaking detailed reviews of the current insurance arrangments of businesses. We'll provide you with a written, comprehensive analysis of your current position and recommend action that you can take now to reduce the risk, complexity and cost of your insurance program. Ask us how today.

Tailored Programs

Unlike some other brokers, agents or direct representatives, we won't just sell you a policy! We'll tailor the cover specifically to the needs of your business, so that it meets both your risk requirements and risk appetite. We ensure that you are fully briefed on what cover is available, how it works and the exact costs to you.

Claims Management

The number one reason for paying a premium is to ensure that you are protected in the event of a loss. And when that happens, we will be there every step of the way to assist you in managing that loss and the subsequent claim. We will work with you and your insurer to get you back in the same position you were in prior to the loss.

Premium Funding

Your business finances are essential to the ongoing operation of your business, as your cash flow has a major impact on your ability to maintain and grow your business. So rather than pay your insurances upfront and in full each year, why not consider utilising premium funding? That way you can spread your costs over the whole year. You can then maintain a healthy cash flow and use it to help grow your business.

Unique Risks

Unique Risks always pose a problem for the insurance market. Insurers either have little appetite for certain risks or fail to have a proper understanding of what the risk entails. At Proactive, we are well versed in working with clients whose risk profile is a little more diverse or unusual than the average. However, we are yet to find a risk that cannot be matched to the right insurer. So if you're finding the going tough, call us today to see how we can help you.

High Net Worth

Every High Net Worth client is different. But what they all have in common is a need to protect the often unique assets that they have worked hard to acquire. We can provide access to specialised covers tailored specfically to the individual needs of a client. Whether it's jewellery, art works, antiques, coin and stamp collections or even musical instruments,  we can tailor a cover as unique as you.

To find out more about our services, and to see what we can do for your business, contact us today.

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These are a selection from over 150 insurance providers, both locally and internationally, which we have access to. So whether it's a Business Package Insurance policy you're after or something more niche, such as Hole-In-One cover for a Golf Tournament, we'll be able to find the right cover for you.

Our Underwriter & Agency Partners

Call or Fax

T: +61 8 6365 4525

F: +61 8 6316 1408
 

Mail

PO Box 832

HILLARYS WA 6923

Visit

Unit 10/30 Dellamarta Road,

WANGARA WA 6065

Premium Payments

Click on the link below to make a secure payment

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General Advice Warning - retail clients *
General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, please consider its appropriateness. You should also consider our disclosure documents, which include our Financial Services Guide (FSG) and Product Disclosure Statements (PDS) for some products.

 

Privacy Policy

You can view our organisations Privacy Statement here

 

Terms of Engagement

This sets out our proposed scope of services to you and can be viewed here. Once you have instructed us to act as your insurance broker, these terms will apply for the term of our engagement.

 

Code of Practice

You can view the Insurance Brokers Code of Practice here

*Retail clients are individuals or those purchasing an insurance product for use in connection with a small business where the product is a designated retail product (eg motor vehicle, home buildings, home contents, personal and domestic property, sickness and accidental and travel insurance). All other clients are wholesale clients.

 

LEAM Group Pty Ltd trading as Proactive Insurance Management AR License No. 402452 

As Corporate Authorised Representatives of Sparaxis Pty Ltd ABN: 44 009 265 105 AFSL: 245406

  2021 Proactive Insurance Management

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