Client Management

Medical Aid Financial Advisors


Client management Services: 


When we refer to Client Management we are not referring to how we provide leadership and instruction regarding your business, but rather how we approach managing your portfolio, to ensure that you always have the best Medical Aid product.


Annual Review
We review the Medical Aid claims history for the preceding year on an annual basis. We review all members, active and pensioner.


Holistic Review
Part of our annual review includes demographic and statistical profiling. This includes family size and composition, Medical Aid benefit packages and options, prevalence of chronic conditions, claim trends, and utilization, if any, of a Medical Aid savings account component.


Comparison
When assessing particular needs for a client, we take care to weigh up all the options and benefits, related to the cost, to best match the client’s needs.


Health Planning
Based on our annual audits and reviews, and coupled with emerging trends, we are able to advise our clients on future healthcare needs


Employee Health
To facilitate and promote employee health, Medical Aid Brokerage is able to assist employers in providing and implementing an Employee Assistance Programme


Ongoing Assessment
Individual clients’ portfolios are updated whenever we receive updates. This enhances our ability to provide the client with improved options, based on their specific requirements.


Communications
Caring for one’s health is not the sole responsibility of a Medical Aid Fund. It is vital that we too play a part in our health care and well-being. To facilitate this, we at Medical Aid Brokerage provide training on a range of health care and wellness issues, which we present to our clientele.


Constant Change
Legislation around Healthcare, particularly with the development of a Social Healthcare Insurance System, is bringing about constant change and flux in the Healthcare industry. By keeping abreast of developments, we are further able to provide pertinent advice.


Transparency
Clients are provided with details to easily access information that is pertinent. Healthcare topics clients have access to are, amongst many others, administrative updates and benefit knowledge