For. risk. unique. &insurance. management. broking solutions
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2 For unique risk management &insurance broking solutions
3 About us CBZ Risk Advisory Services (Pvt) Limited ( The Company ) is a registered insurance broker which is 100% owned by CBZ Holdings Limited. We understand that in business and in life, we plan but there are certain unforeseen occurrences that may negatively affect our plans (risks) We offer expert risk advisory services, insurance broking and claims management services. Our Vision To be the preferred provider of financial solutions in Zimbabwe, with a global reach. Our Mission To bring convenience to our clients through innovation, efficient service delivery, competence and flexibility whilst adhering to principles of integrity, transparency and fairness. Our Values Integrity Customer Focus Staff Focus Innovation Corporate Citizenship Team Work
4 We offer expert Risk Advisory services, Insurance Broking & Claims Management services
5 As CBZ Risk Advisory Services, we understand that unforeseen risks can strike businesses and individuals causing financial loss and/or loss/impairment of lives or even business closure. We offer complete expert risk management advice that ultimately eliminates risks or reduce impact of risks to business operations.
6 Enterprise-wide Risk Management We help businesses to: Identify material risks that can strike and cause financial/life losses Analyse the identified risks in terms of their likelihood and impact if they strike Develop and recommend risk control measures Develop and recommend risk financing solutions be it conventional insurance or alternative risk transfer solutions Independent Review of Insurance Portfolios Are you getting the best deal out of your current insurer and insurance program? We help businesses by carrying out independent review of insurance programs to ensure that: The Insurance Program covers all expected risks adequately The Insurance Program is suitable The Insurance Program delivers REAL value The Insurance Program is fairly priced There is no hidden policy wordings that can cause future disputes There is transparency between the Business and the Insurance Company The Insurer meets high quality service standards for all services offered Our Short Term Broking Services Is your insurance program adequate, fairly priced and with the right insurer? We help businesses to structure adequate insurance programs that are fairly priced and that meet their expectations in terms of claims and general services. CBZ Risk Advisory Services only transact business with reputable insurance companies which are financially stable and have the ability to settle claims in a sustainable manner. Short Term Insurance Product Offering We offer the insurance solutions to non-life risks including but not limited to: Business Assets All Risks Property Insurance Marine and Aviation Insurance Engineering Insurance Motor Insurance Group Personal Accident Liabilities Contractors All Risks / Plant All Risks House-owners and Contents Insurance Bonds and Guarantees Fidelity Guarantee Agriculture Insurance Cyber & Emerging risks insurance cover Specialist risks cover such as political violence cover Tailor made Company / Industry Insurance schemes Our Claims Management Services If a risk strikes, will your insurance company pay adequately and will it pay in time? The ultimate objective of any business to have insurance is to be paid adequately if an insured event strikes and results in a loss. Claims Management Consultancy We assist clients in: Preparation of claim forms and lodgement with the insurer. Providing independent assessment of Policy contracts Engaging insurance companies to ensure that promised claims turnaround times are met. Effectively communicate with the insured on the claims progress Effectively communicating with the insured on what needs to be done when a loss happens. Interpretation of complex insurance policy wordings.
7 Our Employee Benefits Consulting Services How do you build a motivated and productive workforce? How do you ensure that employees do NOT retire into poverty? Employees are the most valuable asset of a company that do not appear on the company s balance sheet. Employee Benefits product offering CBZ Risk Advisory Services has the requisite expertise and experience to assist organisations in structuring of optimal Group Employee Benefits solutions which include: Group Pension Schemes Group Medical Aid Schemes Post-Retirement Medical Aid Schemes Group Life Assurance Preservation Fund Group Personal Accident Alternative Retirement Schemes Employee Benefits/Pensions Advisory Services Group Pensions broking Advice on Scheme design and benefits in line with market and world trends Pensions Administrator s performance review against agreed standards and best practise Trustees Training and capacity building Provide Assistance to Board of Trustees in Formulation and implementation of Investment Policy Statement Periodic reviews of Investment performance and advice Group Life Assurance Scheme benefits and rate negotiation and renewal Credit Life Cover /Loan Protection Insurance Schemes Covers all Lending Institutions and All business that offer goods or services on credit against risks that can occur to the BORROWER before the debt is cleared: Cover includes Death of borrower Permanent Disability of borrower Sickness Retirement due to ill health Abscondence Our Individual Financial & Estate Planning Do you have a proper Estate Plan that will protect all your assets? CBZ Risk Advisory Services has a pool of qualified Individual Financial Planning Partners who offer expert financial and estate planning advice to individuals. The objective is to help individuals to create wealth, grow wealth and protect it. We offer lifetime from the cradle to the grave financial advice and offer suitable Life Assurance and Investment Products that help individuals achieve their objectives. Our Finanial Planning consulting services include: Individual Financial Planning Investment Advisory Individual Retirement Planning Tax Planning Estate Planning Debt counselling Our Product offering includes: Whole Life products Insurance Savings Products Education, Endowment products Individual Pension Plans Funeral Plans Permanent Disability insurance Personal Accident Plans We help individuals to: Identify reputable Life Assurance Companies to transact with Get high quality service from Life Assurance Companies on claims and general service.
8 ur Management Team Made up of motivated, vibrant, qualified and experienced individuals.
9 Joey Shumbamhini (B.Sc. Hons. Stats, MBA) Principal Officer Joey Shumbamhini has more than 17 years experience in the Insurance industry with special emphasis on strategic business development covering Life Assurance, Group Pensions, Short Term Insurance, Credit Insurance and Health Insurance. He is credited for developing several insurance products and risk financing solutions in the Zimbabwean insurance market. Joey has experience in leading both greenfield and brownfield projects including setting up of CBZ Life distribution channels and establishment of the First Mutual Medical Savings Fund (now First Mutual Health). He has a keen interest in listening to clients and developing tailor made solutions. Joey holds a BSc Honours in Statistics, MBA, Diploma in Insurance and is currently studying for a Doctorate in Business Administration (DBA). Takawira Chinyani (BA (Hons) FCII, FIISA, MBL) Manager Short Term Broking & Risk Advisory Services Takawira Chinyani has more than 15 years experience in the insurance industry covering Short Term Insurance Broking & Risk Advisory, Underwriting, Policy Services and Claims Management. Taka is a Fellow of the Chartered Insurance Institute, UK (FCII), A Fellow of the Insurance Institute of South Africa (FIISA) and a Chartered Insurance Practitioner (CIP). He holds a BA (Hons) in Financial Services and a Masters in Business Leadership (MBL Unisa). Takawira has the expertise and experience needed to offer independent risk advisory services, structure tailor made risk financing solutions and to manage insurance portfolios.
10 Tinashe Dzaramba (BBA, MSc Marketing) Manager- Individual Life Financial Planning Tinashe Dzaramba has more than 15 years experience in the Life Assurance Industry covering mainly Financial Planning, Retirement Planning, Estate Planning and Life Assurance product sales. He has vast experience in management and training of Life Assurance Agents. Tinashe is an IMM Graduate, a holder of Bachelor of Business Administration (BBA) and MSc in Marketing (NUST). He is a distinguished Financial Planner who has won so many accolades including the CBZ Holdings Group CEO Life Sales Champion (2016), the Best Funeral Cash Plan Sales Champion in 2015 and the Best CBZ Guaranteed Education Plan sales champion (2016). Tinashe in the interim President of the Life Agency Association of Zimbabwe. Kudakwashe Matambo (B.Comm Ins & Risk Mgt, AIIZ) Manager Group Employee Benefits & Risk Advisory Kudakwashe Matambo has more than 7 years experience in Employee Benefits Consultancy and Administration. Kuda has the technical competence to structure Group Pension Schemes, Group Life Assurance Schemes and other Alternative Retirement Schemes. He has experience in offering Group Employee Benefits advisory services to SMEs and Corporates. Kudakwashe is an Associate of the Institute of Insurance, Zimbabwe (AIIZ) and he holds a B.Comm in Insurance & Risk Management (NUST). He is also Certified Marketing Practitioner (CMP Marketers Association of Zimbabwe)
11 Challenging the status quo
12 Our Head Office Team Over 50 years combined experience in risk management and insurance. We challenge Insurance Companies and Pension Funds to perform!
13 Why choose CBZ Risk Advisory Services Challenge us today to review your risk/insurance solutions and create more value to your business? We offer unique value in risk advisory services We independently assess both business and life risks We develop high quality risk management solutions for businesses. We structure tailor-made financial plans, retirement plans and estate plans for individuals. We recommend the best risk financing solutions underwritten by reputable insurance companies We give you independent valuable risk advice We independently review your existing insurance portfolio and plug insurance cover loopholes. We challenge existing insurance programs/pension funds to ensure clients get more value We challenge insurance companies to deliver more value and offer high quality service (clients Advocate) We listen to you We listen to you to understand your concerns and worries. We develop tailor made risk financing solutions driven by customer needs We are flexible and innovative We help you to get your claims paid by Insurers We meet our Service Promise in terms of claims payment. We help you to choose best insurance companies which pay claims in a sustainable manner. We are financially stable We are well capitalised and financially stable. We are part of the Largest Financial Institution in Zimbabwe with a very strong balance sheet. We will only transact business with insurance companies that are financially stable. We have the expertise and experience We have more than 50 years combined experience in insurance and risk management. We are experienced and will help clients to get best deals in the insurance market. We are widely represented We follow the footprint of CBZ Bank Branches. We are the most widely represented Insurance Broker in Zimbabwe. We make it easy for clients to claim (from any CBZ Bank Branch nationwide) We offer high quality service We care for our Clients, Our Partners We are responsive We are pro-active to understand clients concerns and needs We offer high quality service
14 Our Geographical Spread We follow the footprint of CBZ Bank Limited We follow the footprint of CBZ Bank Limited which makes us the most widely represented Insurance Broking Company in Zimbabwe.
15
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