When we met the client they had diversified contracts with several companies and did not know the value of having a broker to take care of their program so the first thing we did was to explain to them what the work of an insurance broker consists of.
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We started by reviewing and proposing improvements in the policies they already had contracted, the property policies by reviewing coverages and capitals of offices and liability and personal accident policies.
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We suggested new products that we consider essential, such as the D&O policy that protects the personal assets of the company’s decision makers, and we placed special emphasis on the coverage of volunteers, an essential driver for this type of client