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the advice process

Insurance can be confusing and time consuming.

We work with you to find the most suitable solution to your needs.

Let us guide you through the process from start to finish.

How We Work
together

CONSULTATION

A chat about your situation and needs, in person or online. Find out about what we do and how we can help. We will gather details required for building a tailored recommendation and establishing a scope of service.

research & recommendation

We research different insurers to find the most suitable solution for your needs and prepare a tailored document outlining our recommendations.

application

A chat to understand and approve or amend our recommendations. Complete an application and submit it for underwriting.

offer of insurance

The insurer will then assess your application and issue an offer of insurance.  We will work with you to ensure you understand any terms applied and how this may affect your policy.

policy confirmation

Once the offer of insurance has been accepted your  policy is issued and you are covered.

reviews and claims

We review your policy regularly to ensure it remains suitable for your situation.

We support you through the claims process to make it as easy as possible.

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