About Us

Company Profile

Envision is a specialist niche UMA that provides high volume customer acquisition whilst never compromising the integrity of the sale of and the lifetime value of the customer.

    Our strengths are:
  • Specialist compliance and quality assurance management: we are able to service the different distribution challenges and risks our partners face.
  • Data intelligence: we have a clear understanding of which types of products suit different types of target customers, and which distribution channel is best suited to engage with these customers.
  • Direct distribution channels: Years of experience in the industry make us experts in knowing which distribution channel will provide our partners with optimal high volume consumer acquisition.
  • On-going underwriting portfolio management: our full turnkey solution offers IT, Compliance, FSB license certification, HR, Legal & General Administration for our partners.
  • Intelligent and innovative product development: tailored to suit your customers’ needs.

Core Values:

Envision is founded upon the Treating Customers Fairly Act. It is not just how we conduct ourselves within the company but how we interact with our partners and by extension, their customers.

  • Honesty: We are transparent, driven by integrity & operate with straightforward conduct.
  • Responsibility: Through rigid control and management of our partnerships vis-à-vis our customer services charter and SLAs, we ensure great insurance advice that is clear and suitable to the needs of our customers.
  • Partnership: We collaborate with partners to nurture long term relationships through harnessing loyalty.
  • Customer & Partner Focused: We provide quality products and services that meet our partners' and their customers' requirements.
  • Efficiency: We manage our people, internal systems and cost base to deliver measurable objectives which make the difference.
  • Fairness: We treat every customer and employee with consistency, honesty, and fairness.
  • Privacy: We are deeply committed to safeguarding our customers' information.

The Envision Mission:

  • We envisage an unparalleled customer service experience for our partners, because Treating Customers Fairly is at the heart of everything we do and believe, from our unique Customer Service Charter, to the way we conduct ourselves in business every day.
  • We are driven to continuously look ahead and grow our business through developing effective underwriting, focused sales and marketing strategies that are aligned with the needs of our partners.
  • We demand effective quality assurance through our business processes, focusing on Treating Customers Fairly, and in providing honest, clear advice.