After the experience in the management of their Civil Liability program, the client asked us to continue with the management of the rest of their policies, going on to successfully manage the expiration of their Accident policy, in which we advised them to maintain their coverage with the current company because there were several partners with IT due to common illness and could lose coverage.
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We achieved a relationship based on trust, where the client asked us for the total transfer of their insurance portfolio in our favor, to continue managing their insurance program as a broker, as well as providing advice on them