BCS MALLORCA

The 10 commandments of the insurance broker

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1. Will have the necessary knowledge and agreements

Must make sure to have the qualifications, knowledge, experience and the necessary agreements with insurers to advise and offer the best terms.

2. Will protect the client above all

Must make sure that the safety of clients always remains at the centre of their objectives and operations.

3. Will analyse the client’s risks and needs

Must make sure to understand in depth the insured’s current and future risks and needs.

4. Will study all the options

Must make sure to present a project to different insurers that covers the insured’s real needs.

5. Will be objective

Must make sure to produce an objective analysis of the various projects presented by the insurers in order to be able to recommend the best option to the client.

6. Will update the client’s coverage

Must make sure to stay up to date with the insured’s needs and risks to ensure that the coverage continues to suit them, or make the appropriate changes.

7. Will inform the client

Must make sure to inform the client of their rights and obligations and of how to act in different situations.

8. Will assist the insured

Must make sure that, in the event of a claim, the insured has the most appropriate assistance as urgently as possible.

9. Will ensure that the insurer meets its obligations

Must make sure that the insurer meets its obligations, especially regarding the correct interpretation of its policy conditions and the application of the regulations in the event of a claim.