Process
Initial Consultation
The initial meeting is really getting to understand you and your insurance placement. We’ll go through what you have and how you feel around the service you’re getting from your current broker and what you want to get out of the process.
Documentation
Once we’ve had our initial chat and discussed what’s required, we’ll send you over our agreement to sign, this outlines all of our promises and commitments to you.
We’ll then ask you to send over your insurance documentation for us to review, once this has been done we can agree a strategy going forward.
Negotiations
Once we’ve carried out a thorough review of your current offerings, we’ll kick off the fun bit…negotiations. We can speak directly with your broker to discuss where we feel that savings can be achieved.
With your agreement, we can introduce you to one of our carefully selected partner insurance brokers for a like for like quotation, this will help you benchmark your current policy.
Conclusion
After the negotiations, you’ll be happy with the savings that have been put straight back into your pocket, all whilst keeping the same contacts and continuity within your business.
We’ll be here for continued services should you need us again, this shouldn’t be the case as the tools you’ll have will be all you need.