Approved Financial Adviser by Bank Negara Malaysia (BNM)
We commit to provide independent insurance advisory services.
CC Advisory is an approved Financial Adviser (FA) that working with more than 26 Life and General Insurers to provide tailored-made insurance to your needs with planning the objectives of achieving cost saving and optimum insurance protection.
Business Insurance
Health Insurance
Trade Credit Insurance
Motor Insurance
3R STRATEGY
- Review existing policy with historical claim report.
- Revise existing insured protection, in order to achieve optimized protection
- Restructure existing insurance in order to achieve 3R objectives either to lower cost or increase coverage.
3 SIMPLE STEPS
All existing insurance policies must be provided to CC Advisory to achieve portfolio cost savings. We provide analyzing and advising for the following areas:
- Motor Insurance
- Group Medical & Health Insurance
- Group Personal Accident Insurance
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- Fire Insurance
- Liability Insurance
- Goods in Transit Insurance
- Money Insurance
- Burglary / Theft Insurance
- Fidelity Guarantee Insurance
- Engineering Insurance
- Marine Insurance
- Past 3 years claim history if any
Our Financial Adviser Representatives (FAR) are working together with our competent Centre of Excellence (COE) team to review your existing insurance policies.
We source for the right insurance companies that match your company profile and industry to construct the best cost effective insurance proposal.
*Standard processing time within 2 working weeks.
Sample 3R Report as below:
general questions
Here are some of the more common questions we get asked:
A Financial Adviser (FA) is a company approved by Bank Negara Malaysia under the section 11 of Financial Services Act 2013 (“FSA”) to carry out financial advisory business.
Financial Adviser Representative aka FAR an individual, however styled, in the direct employment of, acting for or by arrangement
with an approved financial adviser, who performs for the financial adviser any services relating to financial advisory business;
CC Advisory as a FA is enabled to access to more than 26 insurance companies. Then, will represent clients to select the cost effective insurance portfolio that matches their industry and needs.
CC Advisory is operating as a professional service team. We set the below KPI on response time to provide the top quality services:
| E-mail Response | Within 24 hours |
| General Enquiry | Within 24 hours |
| New Quotation | Within 5 working days |
| Submission of Claim | Within 7 working days |
| Overall Claim | Within 30 working days |
| Renewal Notice | 2 months before due |
CC Advisory is an Approved Financial Adviser who represent the client in sourcing the insurance policies from multiple insurance companies that best suits their needs.
A General Insurance Agent is approved by General Insurance Association of Malaysia (PIAM) and allowed to represent not more than two (2) general insurance companies.
CC Advisory may disclose if there is any fee chargable to client / commission receivable for insurance products sold on behalf of insurance companies.
CC Advisory is providing complimentary 3R Review Report for business insurance at this moment.
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