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Statement of Services​

Our Services 

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As your authorised insurance representative, we will provide the following services: 

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Pre-placement services 

  • Help you identify and assess your risks and develop a proposal to submit to a potential insurer/insurers 

  • Providing advice on risk mitigation and management strategies 

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Insurance placement and premium financing

  •  Seek insurance quotes  

  •  Negotiate policy coverage and policy renewal annually or as otherwise agreed in your service plan 

  •  Seek to bind coverage where you have authorised us to do so (except in urgent circumstances where unless you instruct otherwise, we may choose to bind insurance on your behalf if we consider that is in your best interests) 

  •  Obtain and provide a quotation for premium funding 

  • Review your insurance arrangements when you inform us about material changes to your circumstances or upon renewal of your insurances 

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Post-Placement Services

  •  Prepare and manage claims if an insured event occurs 

  •  Advocate on your behalf during the claims process 

  • Facilitate policy changes and/or cancellations as per your instructions

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