An effective advisor would engage and listen to your needs, concerns and goals in order to design solutions that suit you.
We have served more than 1,000 clients nationwide since 2015, and successfully claimed for our clients over 300 cases from critical illness claim to accident to cataract, gastritis, removal of fallopian tube and etc.
We believe educating comes first, and service is our forever commitment.
We help clients to discover what matters for them, and design the insurance solution accurately.
We identify potential risks clients face and recommend ways to reduce them.
We assist policyholders from any insurance companies to file insurance claims and guide them through the process.
We review and renew policies to ensure coverage meets our client’s current situation.
We work with insurers to create tailored insurance solutions for unique needs.
We will work with you to create a personalised plan to help you achieve your financial goals.
Our C-P-Q Model
At Team 5O5, we follow the C-P-Q Model to provide expert guidance on your insurance planning—with free advice and a free quote.
We will personalize your own insurance by helping you to understand your needs through our “effective questions”.
We believe the best way to plan is to know ourselves first, and identify potential risks in pursuing our goals in life.
After the “needs-discovery”, we will then present our solutions and recommendations through our “Smart Formulas”, so you can have peace of mind after.
The solutions should be able to transfer the risk away from you, create safety net for you and your family, and match your financial budget for insurance.
You’ll receive FREE Quote after the presentation and discussion. The quote is valuable because it is based on current needs and purpose of planning. It might be less relevant in the future when we change to a new stage of life, such as promotion, getting married, having children, moving house and etc. Then we will review accordingly.
What our clients say
Protecting lives & Providing opportunities
9, Jalan Daun Inai 21, Sunway Spk Damansara, 52200 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur
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