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PLAN focuses on benchmarking and software as it turns 15

by Nick Bendel10 minute read
The Adviser

PLAN Australia has unveiled a new benchmarking system for its 1,300 brokers as it prepares to celebrate its 15th anniversary.

The aggregator turned 15 on September 13 and will celebrate the milestone at its national conference in New Zealand next month.

Chief executive Phil Quin-Conroy said PLAN brokers would be able to complete an online benchmarking assessment and then review the results at the conference.

“We’re giving brokers the ability to do a thorough diagnostic of their business and to benchmark their business against others within the PLAN network,” he told The Adviser.


“They can see what the opportunities are for them to take their business to the next level and have some real hard evidence around what their strengths and weaknesses are.

“That report that’s delivered back will be the tool that our large team of business development managers across the country use to focus the support that we provide to our businesses.”

PLAN won the Best Technology Platform category at last month's Australian Broking Awards, and Mr Quin-Conroy said the aggregator would continue to invest in its Podium software.

“We’ve just released a significant upgrade that has delivered more functionality and capability to brokers,” he said.

Mr Quin-Conroy told The Adviser that one of the highlights during PLAN’s 15-year history was the rapid growth it enjoyed in the early days when it was a private business.

Later highlights included the acquisitions by Challenger and then by NAB, which showed the value of aggregators and brokers, he added.

“PLAN Australia is one of the earlier aggregation businesses that has been able to maintain a significant position in the industry over a long period of time,” he said.

“What that tells me is that the proposition that PLAN Australia is delivering to brokers has resonated through an enormous amount of change that has occurred in the industry over that 15-year period.”

[Related: Expanding aggregator targets quality recruits]

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