What do I need to agree to before the first meeting? (FAQ)

All we ask is that you keep this first meeting a secret, at least until the meeting has been completed. If after our initial meeting you want to tell everybody, then no problem! Of course if you want to proceed with The Confidential Review process, then you will need...

Why do you insist on confidentiality? (FAQ)

We insist on confidentiality because this is how we achieve the best results for our clients. Breaching confidentiality would seriously devalue our position in the market place, and subsequently devalue our service to you. Our entire business is built around The...

How does the typical tender process Work? (FAQ)

In a typical commercial insurance tender process, you would select 2 or 3 brokers in addition to your existing broker and expect each of them to come back with a fair price. Hoping to get a better price than the others, each broker will approach as many insurers as...

What is the ‘Logging Protocol’? (FAQ)

When an Insurance Company is approached by a broker for a quotation in respect of either an existing client or a prospect, they will ‘log’ this interest on their own internal intranet. This will check the company name and postcode to see whether another enquiry has...