Optivate is the all in one solution for Brokers and FSP’s. Our Broker Portal, designed by people who understand your business, offers a wide range of products and services tailored to your clients’ needs.
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We’ve created a user-friendly online platform that allows our partners to submit leads to us within the shortest possible time for a range of products that are constantly evolving and growing. Our platform offers the ‘one-stop shop’ solution that solves the age-old problem of you (and your clients) having to speak to multiple service providers. We know this is time-consuming and costly. Our platform is the answer!
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Referred clients are called within a matter of minutes by one of our highly specialized sales agents. We focus on ensuring that your client receives the best product advice possible coupled with our industry-leading sales closing ratios.
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Navigating the platform and submitting a lead is simple so whether it’s you or your staff referring your clients, rest assured that we’ve designed the process to take up the least amount of time to help you and your business remain focused on what you do best! We also offer a range of sales reports to our partners, ensuring that you can keep up to date at all times with just how well we are complimenting your business.
Help our partners with access to new and relevant products that complement their existing product portfolios.
Help our partners eliminate the risk of their clients looking elsewhere for products that they don’t sell.
Help our partners drive loyalty with their client base and thus helping them to mitigate their client lapse rates.
Our process is virtually cost-free for our partners.
Deliver industry-leading sales closing ratios on a range of products that our partners do not sell themselves.
Referred leads are typically contacted within minutes of receiving their information via the Optivate platform.
Easy Access
Eliminate Risk
Client Devotion
Cost - Free
High Conversions
Quick Contact
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If you’re a broker who would like to register and take advantage of our Optivate Platform, or simply learn more about our products and services, please contact us by filling in your details in the below form. Once we have received your information, one of our Optivate Team Members will be in contact with you to see how we can Change Your World!
info@optivate.co.za
0860 333 343
62 Umhlanga Ridge Blvd Parkside Umhlanga, Durban,
4019,
South Africa
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