+ STEP ONE: LET'S HAVE A CHAT!
This step is about discovery.
Your financial evolution starts with making a connection. We’ll build a relationship with you based on trust, humour, and a genuine desire to help you discover your best-case scenario. When we understand what’s important to you and your family, then we’ll know the best way to help you achieve those goals.
We can meet in person, anywhere and at any time that is convenient for you. We can also chat over the phone or Skype if we are in different cities. Let's talk and see what works best.
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+ STEP TWO: PRESENTING OUR RECOMMENDATIONS
This step is about agreeing on the right levels of cover for you.
We’ll provide you with the right advice and teach you about the solutions we’re offering, so that when you come to a decision you’ll be confident you’re making the right one.
Once we have agreed on a plan, we will complete an application form.
We can meet in person to discuss the recommendation or we can communicate via email, phone or Skype. Whichever is convenient for you.
This is also when we can discuss product in detail. We'll help you understand how all your policies work.
From our point of view, we would like to ensure that you get the best out of our interaction, making sure you understand what we have recommended and are confident with your purchase, allowing peace of mind.
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+ NEXT STEPS: YOUR EVOLVING FUTURE
This step is about our continuing relationship
As your needs evolve, we’ll continue to help you adapt your financial plans and set new goals. This is a relationship, so we must stay in contact with each other! Evolve will be there for you when you call.
If you haven't already, follow the Facebook icon below to connect with us online.
If you need to review your policies, for whatever reason, please contact us so we can help you through the process.
If you need to claim on any of your policies, we’ll help you through the process, making it as easy as possible to achieve a positive outcome.
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+ What is evolution
EVOLVE IS HERE FOR YOU, YOUR FAMILY AND OUR COMMUNITIES, FOR TODAY AND TOMORROW.
At Evolve, we take a fun, positive, relationship-based approach to helping you protect what’s important to you.
We're evolving everyday. A process of change and growth. Sometimes it’s so subtle that you don’t notice it, but it’s one of the few constants in life. Nothing stays the same forever.
As you evolve personally, your insurance needs evolve with you. Maybe you’ve started a new job, committed to a long-term relationship, bought a house, or started a family. Each one of these life changes impacts on your current and future financial risks, and you want to make sure you’re taking the right steps to protect you, your family, and your lifestyle.
The way to do that is by making a personal insurance plan that creates your best-case scenario. What are your ideal outcomes? How do you achieve them? How does your personal wellbeing relate to your financial wellbeing? At Evolve, we can help you answer all of those questions, and plan for all of those outcomes.
