Craig Shanley

Follow Craig on LinkedIn and Cover Plus Financial Services Pty Ltd

Tell us about yourself and your business

Offering a holistic approach to your clients needs and meeting their expectations is paramount. Communication is the key driver of maintaining the relationship with your clients. Reviewing the clients portfolio on a regular basis to monitor their policies and to offer further added value with my service offering. Engaging third party organisations including Quantity Surveyors and others. The rising costs of building, compliance and other market tends allows them to offer a valuation on the clients assets and equipment.

You can find out more about Cover Plus Financial Services Pty Ltd

What was the journey that brought you to your current role?

Starting at Suncorp in 1990 as risk adviser.The brokering opportunity arrived in 2011 with Ausure as an Authorised Represenative

What’s behind your success?

Be upfront and honest with your clients

What’s the one secret about your field or industry you wish everyone knew?

The fundamentals of insurance wasn’t changed .The technology has changed for the better of the industry

What are your predictions for the industry for the next few years?

The remuneration with advisers and other intermediaries will change to flat fee for service format on certain products

What’s your main goal for the year ahead?

Remain focus on the business and in the business

What are the biggest problems you face when dealing with MGAs, underwriters or insurers?

Lack of experienced staff in the industry

Follow Craig on LinkedIn and Cover Plus Financial Services Pty Ltd