Portfolio Management

Nbi’s insurance portfolio management allows client’s to continue to enjoy a diverse insurance portfolio, compiled and managed on a single and personalized platform.

Policy holders often acquire various insurance products from different product and service providers. Our technology allows us to ensemble individual policies across all product lines into a coordinated insurance portfolio affording our clients a single view of all current life, short term, medical aid and investment policies

    An up to date insurance portfolio has many advantages such as

    • An up to date view of risk covers, premiums, beneficiaries etc.
    • Up to date cash and investment values.
    • An effective risk management tool to assess current covers to changing and appropriate needs.
    • Easy to compare policies with new financial products entering the market place.
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