Process
- Initial meeting with a broker who will gather information on your current financial situation and personal goals and needs
- Broker will gather any other information required on your behalf by contacting your current insurance providers
- Broker will analyse what you have, what you need and establish if there is a shortfall
- Broker will make recommendations on how to fulfil this shortfall and write a report for you. This will include selection of the best insurance company, best price and best product specifically to what is important to you.
- Second meeting with the broker to go through the report and provide you with the financial advice
- You can choose to proceed with the advice or have discussions around any amendments that need to be met to meet affordability.
- Application form completed
- Broker submits all your forms to the insurance companies and then sends you a summary of the last meeting and your decisions on how you wished to proceed.
- Broker supports you through the underwriting process
- Insurance company makes a decision and the insurance process is complete
- Broker arranges a date to contact you again to review your insurance to ensure that this remains an ongoing relationship and you feel continually supported.
- You can contact the Insurance Broker whenever you have any questions or you need to make a claim.