About Persona Advisory

We are an independent insurance intermediary that solicits writes and binds policies through a multiple of insurance companies.

As an insurance agency we have contracts of representation with multiple insurance companies that grants us authority to bind coverage. At persona advisory we leverage on relationships and expertise available to ensure that insurance companies provide the level of service our customers expect and deserve.

OUR CORE VALUES

  • We put our customers first.
  • We work together as one team to achieve our goals.
  • We are passionate about serving our clients.
  • We believe in integrity and delivering on our promises.
  • We strive for excellence in all that we do.

 

OUR EMPLOYEES

We have build a team of highly qualified and skilled staff to deliver the company’s mandate and to meat it customer service and business targets. It’s therefore vital for the company to continually expose its
Employees to modern and best practices of carrying out operations and doing business. With such investment in its employees, the company has measures in place to ensure high staff retention including based on merit and continuous improvement in the work environment.

STATEMENT OF COMPLIANCE

Persona advisory abides and adheres by all applicable laws and obligation in all the areas where the company operates and to the ethical standards prescribed in the company’s code of conduct.

BUSINESS MANAGEMENT

The company business is conducted to a carefully formulated strategy, annual business plans and budgets that set out clear objectives. Roles and responsibilities are clearly defined with approved authority delegated. Performance against the objectives is reviewed and discussed on a regular basis by management teams. Employees from an integral part of the internal control systems of our corporate structure and for this every employee commit to adhere to the code of business conduct.

IDENTIFYING OUR KEY STAKEHOLDERS

    We identify our key stakeholders as those;

  • Who have significant influence towards the achievement of our strategic goods?
  • Whose involvement can impact organizational performance.
  • Who we need to collaborate with as a risk mitigation strategy.
  • Those whom we have legal, commercial, operational, societal or ethical responsibility.

CORPORATE SOCIAL RESPONSIBILITY

Persona is committed to the sustainable development of our environment and to supporting the communities in which we operate. Indeed as a company, our contribution towards the attainment of the sustainable development remains our core purpose.
During the year, we partnered with like minded organizations in support of various projects that promote monetary and standards of education improve access to water and health and conserve our environment across Kenya in the form of monetary and material contribution as well as staff involvement.
Going forward, persona advisory csr programme will remain a key component of how we do business and as responsible corporate citizen we will continue contributing and investing in communities in the locations to which we operate.

Our Clients

PHILOSOPHY

Sustainable development is core to delivering on our growth objectives. Underpinning our corporate philosophy and growth path is an appreciation that our growth drivers cannot be achieved effectively without a committed focus to sustainable development

RISK MANAGEMENT OBJECTIVES AND POLICIES

The company activities expose it to a variety of financial risks: market risk (including interest rate risk),credit risk and liquidity risk. Risk management is carried out by the management under policies approved by the board of directors. Management identifies and evaluates financial risk in close co-operation with various departmental heads. The board provides written principles for overall risk management, as well as written policies covering specific areas, such as interest rate risk and credit risk