3rd November 2017

Strategic insurer relationship

Tagged: Independent Financial Advisors, Professional Indemnity

A firm stipulated that they wanted to engage with the insurers at a more strategic level to build a long-standing relationship. We facilitated meetings between various team members and the insurer at the client’s office to develop a strong understanding and promote the relationship.

We believe meetings with insurers should be encouraged as this direct engagement creates a depth of trust and understanding and often leads to more competitively priced policy with higher levels of coverage