Insurance Presentations
If you're an insurance broker, your quotation presentations need to sell your client to the underwriter. They need to contain all the information that the underwriter needs to put terms on the risk that you're presenting, but they also need to sell your client in the best possible light.
We can help in two ways.
Preparing Quotation Presentations
Dave Morgan Dip CII is our insurance specialist. He is a qualified member of the Chartered Insurance Institute, and has worked in the insurance industry for two decades.
Dave can work with you to ensure that the the presentation that you send to the underwriters gets the best terms from them for your client.
To find out more, please email dave@morganbishop.co.uk.
Automated Quotation Presentations
Our sister company, OneClickRisk.com provides plug-in interactivity for brokers' websites. This automatically prepares quotations presentations for submission to underwriters.
The basic service is free, although OneClickRisk.com can also provide bespoke solutions where required.
To find out more, please email enquiries@OneClickRisk.com.
|
