2. Report and recommendations
Once the information gathering and review has been completed, your
Private Client Manager will prepare a report, which will contain a copy
of the inventory and their recommendations with respect to cover
and policy selection. We will also provide advice, where appropriate,
in the areas of security improvements, fire prevention and other
areas of risk management in order to protect your assets
more effectively.
3. Ongoing service
The third stage, once you have become our client is to ensure that we
provide the ongoing service excellence which ensures that your policy
is kept up to date and your requirements current. As well of course
making sure that your insurer remains competitive.
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