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