Broker Knowledge Hub
Resources & Guides for Medical Scheme Brokers
Practical, FAIS-aware guides to help South African healthcare intermediaries advise clients, stay compliant and grow their practice.
Practical, FAIS-aware guides to help South African healthcare intermediaries advise clients, stay compliant and grow their practice.
Written for medical scheme brokers, by people who build the tools they use every day.
A structured needs-analysis framework for advising clients across 80+ schemes and hundreds of options in South Africa.
Read the guide arrow_forwardA step-by-step process for professional, compliant and effective year-end reviews that retain and grow your book.
Read the guide arrow_forwardAn end-to-end checklist covering licensing, Records of Advice, disclosures, POPIA and your annual compliance calendar.
Read the guide arrow_forwardHow to build a client-centric practice with a CRM: data, communication, workflows, reporting and measurable ROI.
Read the guide arrow_forwardMedical scheme comparison, FAIS-compliant quotations, year-end revisions and CRM — built for South African healthcare intermediaries.
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