Step One
INITIAL CONSULTATION/DISCOVERY MEETING

This is where we gather information about you and your insurance needs to enable us to recommend the best cover to meet your individual needs.

Step Two
INSURANCE COVER RECOMMENDATION

After undertaking Step 1 above, your Adviser then works with you to design your insurance cover for you to meet your needs and to fit within your budget.  Your adviser then seeks your approval to proceed with an application for the cover you’ve selected.

Step Three
APPLICATION IS SUBMITTED

Your adviser then submits your application through to relevant insurer(s) on your behalf.

Step Four
UNDERWRITING

Your application is reviewed by the insurer and if required additional information may be requested (i.e., medical notes).

 

Step Five
OFFER OF TERMS

  • Your application is accepted and cover commences.

 
Why do we use it?

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.

What is Lorem Ipsum?

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

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