Collaboration Process
Initial Consultation
- presentation of the client’s business activities, organisation, and key objectives
- familiarisation with existing risks and insurance challenges
- review of available insurance documentation
Review of the Current Situation
- analysis of the documentation obtained and additional information
- identification of key risks and exposures
- assessment of the adequacy of existing insurance coverages
- definition of opportunities for improvement and optimisation
Preparation and Coordination with Insurers
- preparation of enquiries based on the client’s needs
- coordination of terms and scope of insurance coverages
- tailoring insurance solutions to the client’s specific requirements
Review and Presentation of Offers
- professional assessment of received offers
- comparative analysis in a clear and understandable manner
- presentation of the advantages, limitations, and differences between individual solutions
Conclusion of Insurance Policies
- supporting the client in deciding on the selection of an insurance solution
- requesting the issuance of insurance documentation
- reviewing the documentation for compliance with the agreed terms
- forwarding the documentation for signature
Support During the Insurance Term
- monitoring the insurance programme and proposing adjustments
- assistance and representation in claims cases
- ensuring timely renewals and changes to insurance policies
- ongoing availability for questions and administrative support