Personal lines (car + home)
Comparative quotes, typically 3 insurers.
No fee to you; commission from insurer
About Beacon Wealth & Insurance
Beacon Wealth & Insurance is an independent FSP in Claremont (FSP 54321 demo number). We originate personal lines, life, and homeloans. This receptionist collects facts for quotes and never pretends to be a licensed adviser. Live Soft Aware demo for brokers and IFAs.
Services
Realistic South African pricing so prospects can see how Reception handles the questions that usually jam the phone.
Life & disability
Needs analysis with a Key Individual.
Advice under FAIS; products quoted after
Homeloan origination
Banks compared; bond attorney intro.
Origination fee disclosed in mandate
Commercial short-term
SME office, retail, contractors.
Survey may be required
Good to know
What excess should I expect?
For comprehensive personal car cover, excesses commonly start around R5,000–R7,500, sometimes with a higher theft excess if the car is not in a locked garage. Household contents often have a R1,000–R2,500 basic excess. Exact figures are on the quote.
What do you need to quote?
Name, ID number, address, car details (or replacement value for household), and overnight parking. We then run three insurers and an adviser phones you.
Is this financial advice?
No. Chat is intake only. A FAIS-licensed Beacon representative gives advice after a needs analysis.
Leave your details
The sales close: capture a lead to demos-leads@softaware.net.za — or type a name and email in the chat bubble.