Zurich and BT Financial Group (BTFG) have been named as winners in the Association of Financial Advisers (AFA) Client Service Team Awards for the second consecutive year.
The awards were handed out as part of the AFA/Strategic Insights Life Company of the Year Awards in Sydney recently where Zurich was announced as the winner of the Underwriting and New Business Team of the Year and the BDM/Business Support Service Team of the Year Awards.
BTFG won the Claims Team of the Year Award with both insurers winning the same awards in 2016, as well being finalists in 2015 when Macquarie Life won all three of the awards.
The awards, which are now in their fifth year, are based on nearly 2000 ratings in an extensive survey of advisers collected from an extensive joint AFA and riskinfo database, which is then analysed by the Beddoes Institute.
Beddoes Institute Director, Dr Rebecca Sheils said, “The goal of these awards is to recognise life companies that the Adviser Experience Benchmarking Study identifies as providing exemplary services to advisers. These awards are timely as this year’s study reveals that advisers are calling for greater business support and better services as they strive to exceed their clients’ expectations and build better businesses.”
Client Service Team Awards
Underwriting and New Business Team of the Year
Finalists: Asteron Life, BT Financial Group
Claims Team of the Year
Winner: BT Financial Group
Finalists: One Path, Zurich
BDM/Business Support Services Team of the Year
Finalists: AMP, TAL