Our Process
1.
Consultation
and Analysis
I’ll ask a lot of questions to understand your situation. Too much, too little or the wrong kind of insurance is a nightmare for a client and my reputation is based on ensuring that never happens.
2.
Review of Current Insurances (if existing)
It’s important to understand what you have in place and assess what may be worth keeping and the weaknesses if there are any in your current plan.
3.
Review of Policies Available to You
Understanding each provider’s policy wording and tolerance for different kinds of risk is vital, particularly when a client’s job, health or business has an unusual profile.
4.
Tailored Recommendation
Your recommendation is tailored specifically to you. It will include the most competitive options available in the market taking into account the benefits provided under the various policies and their relative cost. Structure is very important in any insurance plan; your plan will be structured to pay the correct amount of money to the right people /entities.
5.
Ongoing Support
and Advice
Your relationship with insurance changes over your lifetime and therefore needs to be reviewed regularly. We will contact you regarding annual reviews of your cover and adapt your policies as required. Most importantly we will support you through claims.
6.
Making a claim
Claims time is a difficult and painful time for our clients – and that’s why we’re there beside you making sure that everything is claimed through your insurance provider as quickly as possible and with minimum hassle for you. The fact that your insurance plan has been well set up and explained means that there should be no surprises.