Insurance is not something to be purchased without advice. All our advice is focused on “what will happen at claim time?” It is then that you want certainty.
Chris going over a personalised insurance plan.
Below we outline our client approved process:
Appointment 1
We discuss the different insurances available and you choose which covers best suit your needs. We then work together to establish the levels of cover required, and if you have existing insurance gather the relevant details for evaluation.
In the interim
We use independent research to compare your needs with marketplace best practice, and prepare a report outlining the best cover options to achieve your aims.
Appointment 2
This is where we explain in detail your personalised plan, what it means for you and any potential issues. There is no pressure to act on the spot, in fact we encourage you to take it away to digest.
Appointment 3
At this stage you will know if you want to proceed, or not. We help you complete the paperwork required and we do our utmost to avoid “innocent non-disclosure”, meaning trouble at claim time is avoided.
Following on
We manage the application process liaising with your chosen insurer and work on getting you the best terms for your cover.
We’re available throughout the process to answer your questions
Our service doesn’t end when the paperwork is signed, we are here to help especially if you need to make a claim. Get in touch today.