Sådan arbejder vi

Analyse, plan, politik, implementering

ForsikringsRådgiverne arbejder altid i et tæt parløb med virksomhedens ledelse, og ofte også med mange af de ledende medarbejdere i virksomheden.

På baggrund af et uforpligtende indledende møde kan vi sammensætte en køreplan for det videre forløb, og der opsættes faste rammer for den økonomiske side af sagen.

Et typisk forløb vil omfatte indledende møder, opsætning af tids- og køreplan, gennemførelse af analyser, forslag til handleplan, indhentning af tilbud, vurdering og derefter endeligt valg af fremtidige forsikringsforhold samt implementering af de valgte løsninger.

Dialog og empati

ForsikringsRådgiverne arbejder altid i tæt dialog med både ledelse og medarbejdere. Vi gennemgår både hver for sig og sammen alle relevante papirer, indhenter oplysninger, taler historie og fastlægger risici, foreslår løsninger og har hele tiden en finger i jorden og en anden på pulsen.

At rådgive om forsikring er et følsomt område, fordi man ofte taler om ting, som ingen ønsker sig. Derfor kræver det også en stor indfølingsevne og respekt at arbejde med forsikringsrådgivning.

Økonomi, samarbejdsaftale og fuldmagt

Lovgivningen sikrer, at der er fuld gennemskuelighed i økonomien mellem os og kunden. Derfor fremgår vores honorar altid klart af den skriftlige samarbejdsaftale, som vi indgår. I denne aftale indgår også den fuldmagt, som gør det muligt for os at forhandle på kundens vegne hos forsikringsselskaberne.

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