Consultation Process - Insurance NZ

Insurance NZ

Our Consultation Process helps our customers to choose the Insurance NZ that best fits the client’s needs.

Initial Consultation

To understand the specific needs of the customer we conduct a phone call or an email interview in order to provide them with the best service. We generally ask personal questions like: 

  1. Age
  2. Where they live
  3. Type of insurance they are looking for
  4. What are their specific requirements
  5. What is their budget

And many more to ensure that we can provide the best tailor-made Insurance NZ quotes for our customers.

We Get You Quotes

We find the most cost-effective plans for our customers, from our vast experience of network providers and planners.

We Make a Proposal

Once we have sourced our customers with the best quotes, we present them with a comparison of options with a comprehensive explanation of each plan and then give them our recommendations based on this.

How To Get Our Customer’s Insured

Once our customer’s application is complete, we guide them through the entire process step by step ensuring that they get insured through a smooth process, without any issues.

All Our Customer’s Insurance Needs Under One Roof with FINTRADE

We offer a wide range of Insurance NZ to meet every type of need.

Whatever our customer’s Insurance needs are, we get them covered

We partner with some of the largest insurance companies in the world to bring the best in the market. Through Fintrade our customers can compare multiple plans from a wide range of providers, for each type of Insurance NZ. 

Insurance NZ

Time is of the essence so book your online meeting with one of our advisers today!!

So we can help you find the perfect plan for your insurance needs and get you started.

Every Step of the Way

Fintrade offers you access to personalized insurance expertise and comprehensive support at every stage of the journey, trouble-free, whatever the destination may be…

Keeping Our Customers First

Our personalized service revolves solely around our customers and we are committed to providing them with the best insurance advice available. We cultivate strong personal relationships with clients to gain a better understanding of their needs.

Providing Our Customer With Solutions

Our extensive partnerships consist of both, the world’s largest and reputed insurance providers, and smaller innovative and boutique insurance providers. We provide clients with global access from global household names to exclusive, niche insurers. This means no matter how specific or complicated clients’ needs might be, Fintrade can assist.

Building Long-Lasting Relationships

Our experienced consultants apply their knowledge and expertise to help clients manage their long-term needs and build strong relationships. We create bespoke solutions that are innovative, competitive, and long-lasting.

Providing Bespoke International Insurance

We provide bespoke international Health Insurance solutions for both individual and corporate clients. We help to protect our customer’s health, and or the health of their employees which is of paramount importance.

Supporting Our Customer At Every Step Of Their Way

Whether a client is looking for Health Insurance for themselves or for their family, or a corporate client needs to insure the company’s employees, we guide and assist them from the point of enquiry through to initializing an insurance plan and beyond. We ensure that the client fully understands every small detail and we provide them with full support throughout their times of need. We liaise between the insurer and the hospital to make sure that the whole claims process is seamless and stress-free for our clients.

Our Customer’s Life Partner For Comfort & Convenience

Through every step of the way, we are here for clients, to provide them peace of mind, through a reliable and trustworthy service.

We are committed to a lifetime of advice for as long as clients need us.

We are insurance specialists, and we are delighted to serve you long term. Contact us for quotes anytime for standalone or packaged Health Insurance, Life Insurance, and other insurance plans.

We put the client’s needs first!

Contact Us for more information.