Analysis of your needs
Defining your needs is an essential step in making sure you’re properly insured. Maximise your peace of mind with our insurance needs analysis service.
Every insurance policy should be as unique as you are. Our insurance needs analysis service doesn’t just look at the numbers. We delve into your life, your plans and your aspirations to define a tailor-made cover. It’s an in-depth approach that goes beyond convention, because being well insured starts with a thorough understanding of your specific needs. Imagine insurance that grows with you, protection that anticipates your future changes.
Leave nothing to chance when it comes to your insurance products and cover. Our insurance needs analysis guides you through a detailed exploration, identifying potential gaps and areas where you could be better covered. Every adjustment is carefully thought through, every detail considered.
All our services have a clear action plan
Stage 1
Identification of needs
The journey begins with an in-depth exploration of the client’s specific needs. We engage in an open dialogue to understand your goals, lifestyle and key upcoming events. The aim of this phase is to identify the key areas where protection is needed.
Stage 2
Personal Interview
Following the identification of needs, the customer takes part in a personalised interview with our advisers. This is when we dig deeper to understand the nuances of each need, the specific concerns, and the individual expectations in terms of cover.
Stage 3
Proposal for personalised cover
Based on the results of the interview, this stage involves the creation of a personalised cover proposal. We identify the types of insurance required, the appropriate amounts of cover, and the options that are perfectly aligned with the customer’s specific needs. We calculate very precisely the sums of insurance required to ensure that you are insured as closely as possible to your needs.
Stage 4
Review and Confirmation
The final stage of the customer journey consists of an in-depth review of the personalised proposal. The customer has the opportunity to ask questions, clarify points and ensure that every need is properly addressed. Once confirmed, the cover is put in place in accordance with the customer’s specifications.
Look to other our services for companies
Insurance’s portfolio analysis
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Insurance adaptation and optimisation
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Claims management
Administrative management
Global offer
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