We help advisers
The risk specialist administrators trusted by advisers
Our services
Advisers who work with us enjoy a number of valuable services that make group insurance easy, including:
Account Manager
An experienced and dedicated Account Manager to help them manage their group risk portfolio and provide sales support when they need it.
Online quotes
Access to online quotes with market-leading response times.
SME solutions
Access to low-cost, tax-effective product solutions for the SME market.
Advanced systems
User-friendly administration systems that result in:
- accurate and timely membership data reconciliation
- members underwritten to the maximum level of available cover, reducing the risks of underinsurance
- smooth installation and ongoing management of your policies
- customised communication materials such as member statements, underwriting reports, premium reconciliation statements and
- prompt payment of commission.
We have been working with Daniel and the AGI team for several years and throughout this period have received nothing short of outstanding service. The team are always responsive in meeting every request and constantly exceeding our expectations.
Over the years AGI 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.
AGI is our preferred administrator in the Group risk marketplace. We have always found them to be efficient, diligent and above all accurate in their administrative duties. We trust their processes and people.
AGI is a key business partner and they certainly assist us in meeting our service standards, winning new business and growing our client base through their market leading ongoing service, and administrative support.
AGI is an integral partner in our business and works with us to ensure our service offering to clients is market leading, efficient, accurate and timely. In addition, they are progressive in their thinking and provide genuine thought leadership.
AGI’s superior back office administration system allows us to have our client’s policies implemented and reviewed efficiently and accurately. This means the team at Certe can spend more time adding value to our corporate clients through member education, personal advice and claims management.
Dan Ebzery and the AGI team are up there amongst some of the best.
They are a pleasure to deal with as they understand the requirements of the market and will mould and adapt to help as and when required.
FAQ
Group insurance for advisers
How many members do I need for a group insurance policy?
This varies by insurer, and generally ranges between 20 to 100 lives depending on the product and benefit design. Please contact services@agigroup.com.au to discuss your needs.
How can I get a quote?
Email services@agigroup.com.au with the following information:
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Member information for each life to be insured as a spreadsheet.
- Surname
- First name
- Gender
- Date of birth
- Salary
- State
- Occupation
- Name of employer / organisation
- Name of contact person for employer/organisation and their contact details (email and phone number)
- Benefit design desired
- 5 year claims and membership history if the group has an existing policy in place with another insurer.
Alternatively, download this form and email to services@agigroup.com.au.
What is the minimum premium for group cover?
Generally, a minimum premium of $10,000 is required for each policy.
The quote provided assumed all lives received their maximum entitled benefit, however on installation they are now capped at the AAL?
The premium on quotations are calculated on the basis of all employees being covered up to their maximum entitlement. This is done to provide a clear indication of total cost to the employer. The installation premium is based on the actual level of cover each employee holds at the commencement of the policy, which may be capped at the automatic acceptance limit.
How long will it take for the annual review to be completed?
Up to 15 business days of AGI receiving all the requested data and information required.
Do I need to be a registered adviser to install a policy?
Yes, before placing business you will need to ensure that your Licensee has a distribution agreement in place with the insurer, and that you have an adviser code in place to ensure you are correctly linked to the policy for commission purposes. AGI can guide you through this process.
When is commission paid?
Commission is only payable upon receipt of premium by AGI. Generally, commission will be paid within one to two weeks.