Process

1. Initial meeting with a adviser who will gather information on your current financial situation and personal goals and needs
2. Adviser will gather any other information required on your behalf by contacting your current insurance providers
3. Adviser will analyse what you have, what you need and establish if there is a shortfall
4. Adviser 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.
5. Second meeting with the adviser to go through the report and provide you with the financial advice
6. You can choose to proceed with the advice or have discussions around any amendments that need to be met to meet affordability.
7. Application form completed
8. Adviser 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.
9. Adviser supports you through the underwriting process
10. Insurance company makes a decision and the insurance process is complete
11. Adviser arranges a date to contact you again to review your insurance to ensure that this remains an ongoing relationship and you feel continually supported.
12. You can contact the Insurance Adviser whenever you have any questions or you need to make a claim.