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Optimise your
Risk Operations
with VBP
Unlock efficiency and maximise potential in your risk advisory operations with VBP’s tailored solutions and industry expertise.
Get Started
Optimise your
Risk Operations
with VBP
Unlock efficiency and maximise potential in your risk advisory operations with VBP’s tailored solutions and industry expertise.
Get Started
Optimise your
Risk Operations
with VBP
Unlock efficiency and maximise potential in your risk advisory operations with VBP’s tailored solutions and industry expertise.
Get Started
Drive Efficiency,
Maximise Potential
Experience unparalleled support and efficiency with our industry-leading solutions tailored to address the challenges faced by advisory firms in Australia and say goodbye to the complexities of insurance advice administration and the burden of rising labor costs.
Our strategic outsourcing and optimisation strategies empower you to achieve sustainable growth and profitability, allowing you to focus on what matters most – securing insurance clients and growing your business.

With our tailored solution, you’ll seamlessly  integrate an additional full-time admin resource into your team at a fraction of the cost, ensuring you have the support you need to thrive in today’s competitive landscape.

Ready to alleviate your firm from
time-consuming admin tasks?

Here’s how our team of experts can assist you.

Meeting Preparation

Prepare meeting packs, generate reverse fact find, policy schedules, certificate of currency.

Fact Find Data Entry

Enter data from scanned fact find into CRM and ensure data feeds are inforce

Third Party Authority

Email third party authorities, conduct product research and enter data into CRM.

Meeting follow up tasks

Action follow up tasks such as updating beneficiary details, change of name, address etc.

Document dishonours and lapses

Monitor and document dishonours and policy lapses.

Advice forms preparation

Prepare all forms and applications in preparation for an advice presentation meeting.

Lodgement and Implementation

Lodge application and forms,
follow up on outstanding
tasks and requests.

Insurance Quotes

meticulously completing insurance quotes with precision as instructed by adviser

Meeting Preparation

Prepare meeting packs, generate reverse fact find, policy schedules, certificate of currency.

Fact Find Data Entry

Enter data from scanned fact find into CRM and ensure data feeds are inforce

Third Party Authority

Email third party authorities, conduct product research and enter data into CRM.

Meeting follow up tasks

Action follow up tasks such as updating beneficiary details, change of name, address etc.

Document dishonours and lapses

Monitor and document dishonours and policy lapses.

Advice forms preparation

Prepare all forms and applications in preparation for an advice presentation meeting.

Lodgement and Implementation

Lodge application and forms,
follow up on outstanding
tasks and requests.

Insurance Quotes

meticulously completing insurance quotes with precision as instructed by adviser

Interested in taking your business to the next level?

We are your trusted growth partners.
Why Choose VBP
We’re Your Go-To Growth Partner

Data Security

Since 2019, our Information Security Management System is certified according to ISO 27001: 2013 certification.

Active Management

We work with you to manage your team, investing in ongoing development, technology, and added capabilities to support your team.

Tailored Solutions

As growth partners, we understand your business needs so we tailor our services and solutions to meet them.
Learn More
Check out what our
proud clients have to say
We are proud of the journey we have with our valued clients
“What is important to us is creating a global team that does things together regardless of location. We don’t want them just to feel like a VBP employee but also they’re part of the Blueprint team as well. ”
Bree Stevens
General Manager,
Blueprint Wealth
“A shout-out to VBP! We are grateful to have partnered with VBP because it allowed us to bring people into our business, train them, and utilise them to improve and streamline our process.”
Brad Rogers
Financial Planner & Business Owner,
WealthShore
“Nothing is too big or small and we are so appreciative of being partnered with a business that is genuinely interested in partnering with us for growth and the next phase of our business.”
Belinda Marley Wallace
Head of Operations and Compliance,
Evalesco Financial
“Having an offshore team member has allowed me to concentrate on what I get paid for and increase my efficiency levels by 60%. This has allowed me to increase business profitability.”
Ray Albrighton
Head of Financial Planning,
Private Wealth Partners
Learn more about
how we can enable your growth