Our innovative processes sesure a high standards service
- (IDD) Initial Disclosure Document – Promotion Awareness
- Analysis of Demands & Needs
- Insurance broker’s appointment - Letter signed by the client
- (SLA) Service Level Agreement - signed by the broker.
Preparatory works - evidence of Fair Analysis
01 Identify the potential insurers for the class of business e.g. a list of relevant market participants.
02 Refine the list of insurers based on the client’s demands and needs to shorten the list.
03 Refine the short list using individual specialist broking knowledge and expertise, annotating the reasoning