Client industries
Your client knowledge. Our funding expertise.
You know the businesses behind the policies. We work with you to assess eligible premium funding in the context of each client’s industry, insurance programme and payment commitments.
Support the funding decision
Bring funding into the client conversation.
An annual premium sits alongside the client’s other business commitments. A useful funding discussion starts with that context.
Premium funding can spread a client’s eligible premium over agreed instalments. It can preserve cash when the premium falls due, while creating a repayment commitment the client needs to understand and plan for.
Bring us the policy details and the client’s timing requirements. Our team can work through the funding assessment with you and explain the information, costs and terms involved.
Three questions to shape the discussion.
What does the client need?
Establish the premium due date and how the client’s expected receipts and other commitments affect the funding request.
What is the full commitment?
Help the client compare interest, fees and total repayments, alongside the amount and timing of each instalment.
What needs to be clarified?
Bring questions about the funding structure or process to our broker team before the client decides whether to proceed.
Industry experience
Start with the industries your clients operate in.
Use the client’s policy programme and operating commitments to shape a more specific funding conversation.
Construction
Discuss the client’s eligible premiums alongside project receipts, contract works and workers’ compensation requirements.
ExploreTransport & logistics
Bring the client’s fleet, cargo, equipment and premises premiums into one funding conversation.
ExploreManufacturing
Consider eligible premiums for the client’s plant, products and operations alongside production commitments.
ExploreBroker support
Support for you and the client relationship.
Keep the right people involved as the funding arrangement progresses.
For funding questions, contact our broker team or use your existing broker platform access. Insurance advice and policy changes remain with the client’s insurance broker or adviser.
If a client experiences repayment difficulties, help them reach the appropriate support team early. Our support page brings together hardship assistance, complaints information and regional contacts.
Before you bring a client case.
How do I refer a client’s funding requirement?
Contact our broker team to discuss accreditation and the referral process, or use your existing broker platform access. Bring the client’s premium details, borrowing entity and relevant timing requirements.
Who handles the client’s insurance advice?
The client’s insurance broker or adviser remains responsible for insurance advice. Clearmatch’s role is to assess the eligible premium-funding request and explain the funding terms.
How can I help the client understand the repayments?
Use the funding quote and agreement to explain the amounts, dates, interest, fees and total repayment commitment. Our broker team can help clarify funding questions before the client accepts.
We’re here to help
Bring us your next client case.
Talk with our broker team about the client’s premium, timing and funding requirements.