CMP 11.06

Page 43

CASE STUDY: A BROKER’S EXPERIENCE WORKING WITH UNITAS Having worked with Unitas since its inception, Cindy Pusateri knows all about the benefits of doing business with a company that possesses the expertise and infrastructure to distribute mortgage, insurance and financial products. “I enjoy working with Unitas, and I refer all of my clients to them,” says Pusateri, a senior mortgage agent at Invis. “I like the service they give my clients.” Having heard such great feedback from her customers, Pusateri decided to give Unitas a call when she was closing on the purchase of her own cottage in Fenelon Falls last summer. “I was scanning cottage insurance rates, and the quotes I was getting were ridiculous, even from my own insurance company that I’d been dealing with for over 10 years,” she says. “I spoke to Unitas and got a great quote. I’ve now transferred everything over to Unitas: my condo, cottage and my two cars. I’m very happy.” Pusateri was also pleased to get a firsthand insight into the service her clients experience when they’re referred to Unitas. “Customer service is so important in this industry because everything is so competitive,” she says. “There are three underwriters at Unitas who focus on Invis and Mortgage Intelligence brokers, and they’re really good with our clients. We’ve developed a strong relationship, and it gets even better the more I send to them.” Working with a company that offers such an array of key services plays an important role in enabling brokers to offer the best possible customer experience. “Everyone is so busy these days, so making clients’ lives easier is a truly important aspect of customer service,” Pusateri says. “Making clients’ lives as stress-free as possible by giving them all the tools upfront is really important for any broker. Working with Unitas makes my life so much easier.”

“Normally, we print the document and include it in our signing package along with a business card from Unitas,” explains Ana Cruz, mortgage broker and partner at LA Mortgage Team. “Clients walk away with all of the relevant information, and they’re also fully aware that someone is going to call them. There’s nothing worse than getting an unexpected call – it’s all about preparing the client and ensuring they know who is going to call them and why.” By integrating into a broker’s existing business model, the system allows brokers to focus on their core mortgage business and not be distracted by insurance requirements. “When a broker presents a client with their standard mortgage options, they’re easily able to offer home and auto insurance,” says Cruz, who has worked alongside Unitas since 2013. “Then, when Unitas calls the client, they already have all of the relevant information at hand, so the conversation is quick and easy. I always tell my clients that they should take that call because it may save them money, and it only takes five minutes.”

The unique expertise that Unitas delivers enables Canadian brokers to become premier full-service distributors of mortgage, insurance and financial products. The

convenience. “Giving clients everything they need to close their mortgage finances in one place helps brokers to provide excellent service,

“Upwards of 50% of new homebuyers consult mortgage brokers, and this system helps brokers easily fulfil their insurance needs during the mortgage origination process” Scott Musselman, Invis/Mortgage Intelligence holistic approach allows brokers to offer their clients a quick and competitive means to obtain the home, auto, property, commercial and group coverage they require. Unitas maximizes client discounts by quoting home and auto insurance with the same carrier, and the company’s recently revamped website, www.unitasinsurance. com, has introduced online quoting, which helps provide clients with an extra layer of

and that’s what everyone is trying to do,” Cruz says. “The extra stream of income from the referral fee is always beneficial, but that’s not the only reason I use Unitas. Working with them takes away some of the stress and additional work associated with completing your client’s financing. Buying a home is overwhelming, so any service that can help our clients through that is a win-win for everybody.”

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