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One stop shop for all your  insurance needs

Get a 360-degree view of your business through our leading-edge insurance platform

Services

AFSL 

At iPickIP, we specialise in General Advice AFSL services, helping financial advisers and businesses provide sound, compliant financial guidance to clients. Our team assists with obtaining and maintaining your AFSL, ensuring you meet all regulatory requirements for offering general advice on risk insurance products. We provide comprehensive training, resources, and ongoing support, empowering you to deliver valuable insights while navigating compliance challenges. Trust us to simplify your journey to providing effective and compliant general risk insurance advice.

CRM

At iPickIP, we offer a state-of-art Customer Relationship Management (CRM) solution designed to elevate your business’s performance. Our CRM platform combines cutting-edge technology with user-friendly features to help you manage customer interactions, streamline workflows, and enhance collaboration across your organisation.

General Advice Model

In today's fast paced technological world, access to reliable and clear financial guidance is more important than ever. Our General Advice Model is designed to empower individuals and businesses by providing broad financial information and insights tailored to their unique circumstances. By focusing on education and transparency, we aim to help clients make informed decisions that align with their goals. Our dedicated team is here to support you every step of the way.

General Advice Training

 iPickIP's General Advice Training(GA) program led by industry experts equips advisers with essential knowledge and skills to deliver compliant and effective financial advice. Participants gain valuable insights into best practices, empowering them to navigate the complexities of the financial landscape with confidence. Join us to enhance your expertise and elevate your advisory capabilities.

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Our vision for the future
of risk advice

At iPickIP, we envision a future where financial professionals and businesses thrive through comprehensive support and innovative solutions. By seamlessly integrating our AFSL expertise, General Advice Insurance model, service model and cutting-edge CRM technology, we aim to empower our clients to deliver exceptional service and build lasting relationships. Our commitment to excellence and integrity drives us to provide unparalleled guidance, ensuring our clients navigate the complexities of the financial landscape with confidence and success.

Are your ready
to accelerate your business?

We’d love to hear from you! Whether you have questions about our services, want to discuss your specific requirements, or are interested in how we can help you achieve your goals, our team is here to assist you. Reach out today to start a conversation and discover how we can work together to create lasting value for your business. 

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