We know how you work
Have a closer look at every step of the successful journey towards maximum efficiency and customer satisfaction.
Getting a referral
- Recommended by a client
- Contact from a friend
- Lead from a broker
Arranging a meeting
The first meeting
- Meeting the client
- Analysis of client’s needs
Collecting key documents and data
The proposition
- Audit of existing portfolio
- Calculation of proposed solution
- Comparison of options
- Opponency
Preparation of business plan
Presenting the proposed solution
Final approval
Execution of proposed steps
Contract signature
Contract approval check
Monthly balancing
Follow-up customer care
Maintenance meeting
Portfolio update
Client referral
New business opportunity
- Cross - sell
- Up - sell
