Making Your Life Easier

Our business is based on service to our clients.
Bold Insurance has been around for over 10 years and we are proud of what we have achieved. Our aim is to help our clients safeguard their futures and plan for any of the issues that life may throw at them by providing a comprehensive and caring service –  the kind of service that we would expect to get ourselves.
 
 
We seem to be achieving that as most of our clients have been with us for many years (thank you!). Of course, we bring new clients onboard but (unlike some agencies) we always ensure that we keep our client base at a manageable level. We want to know all our clients.
 
Because, to us, you are not just another number or policy – you are a person to whom we have a real responsibility to fulfill your trust in helping you deal with future events that may be life-changing.
Crowd of Clients

Here’s how we do it.

Pointing a Finger
Our client is YOU!

You are our client. We work for you. We don’t work for an insurance company.

We don’t have an allegiance to any particular Insurer so we can suggest the one that’s right for you.

And we will explain why we are recommending one over another and the differences between them. Our only concern is that you get the best cover possible

Choosing
The choice is yours

As well as limiting the size of our clientbase we also limit the Insurance companies that we deal with. Because not all companies or policies are built the same.

We have chosen only the ones that offer the best deals, cover, policy terms and premium rates.

Because why would we offer you anything but the best?

structure your insurance
Putting it together

Getting your insurance cover right is really important. And you  probably won’t find out until you make a claim, that is denied, that you got it wrong.

 

We take the time to explain all the ‘ins and outs’ of the policies you are looking at and how it all fits together. We make this as clear as possible using language that everybody can understand. No jargon or BS.

 

And if you don’t understand something, we want you to ask us.

100% Guarantee image
Our Guarantee

Getting insurance is a serious decision and our guarantee is that we will never pressure you to do anything.

 

Get the facts. Get the costs. Take your time.  Think it through and make an informed decision knowing that you are getting what you need.

 

And if, at any time, you change your mind , no problem – there will never be any obligation to proceed.

Free of Cost
No charge - ever!

Everything we do for you is FREE.There will never be a charge from us.

 

We get paid by the insurance company for your business but as we get paid the same by all of them we can choose the one that offers you the best cover without considering which is ‘best for us’.

 

And we know that if we do the best for our clients they will be with us for the long term. And that is what we work towards – happy clients.

Ethical
Your safety and security

The finance industry (which includes Insurance companies and Brokers) is highly regulated by the NZ government.

 

We must have all sorts of licences and systems in place to ensure that we are authorised by the Financial Markets Authority (FMA) to be able to offer advice and recommendations. This provides you with the knowledge and security that you are dealing with an organisation that is reputable, responsible and ethical.

 

We wouldn’t want it any other way.

Resolution
Fixing the problem

Nobody is perfect (except our clients, of course) and if something goes wrong we will do everything we can to sort it out.

 

But if we can’t, there are a whole range of options available to you to get a resolution – and every one of them is free for you to use.

 

At Bold, we have never had a complaint lodged against us. This is a record we are proud of and aim to maintain.

But our service doesn’t end when your insurance is in place. Our commitment is to you.

 

We will be here when you need to make a claim, have any issues with your insurance, wish to make changes or just want some reassurance.

 

One call to us is all it takes – no catch, no charge, no problem.

Fully Licensed

Regulated by Government

Transparent and Honest

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