Insurance-Support
Services

Rely on our expertise for seamless onboarding 

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Overview

Ready to take your business to the next level? PROPEL allows you to drive forward and focus on what’s important – your clients. 

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Insurance-Support Services

  • Product Due Diligence

    Insurance due diligence for your decision-making in your product onboarding

  • Comparisons for Product Onboarding

    Rely on us for thorough comparisons of similar products, equipping you with the product knowledge to make informed decisions on product suitability for onboarding.

  • Enhancement of Product Knowledge

    Enhance your Financial Adviser Representatives’ (FARs) product understanding, enabling them to offer more informed advice to clients.

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Product Comparisons

  • Value-Added Resource for FARs

    We offer product comparisons based on key features and values, aiding FARs in shortlisting and recommending plans for their clients.

  • Comprehensive Comparison

    Access our suite of over 20 comparisons across various categories, featuring products from leading providers for targeted client recommendations.

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PROPEL is a One-Stop Solution that enables financial advisory firms to scale their business and operations. With a platform unifying financial needs analysis, new business registration and commission management module, we also provide mid-to-back office support services to help firms boost their productivity.

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