Page of 1  

  1. Determine the client’s need for insurance.
  2. Match the client’s need to the relevant product/s.
  3. Apply underwriting criteria.
  4. Draft/request a quotation for insurance.
  5. Agree to terms and conditions of cover.
  6. Issue policy / fulfilment document.
  7. Provide a service to the client/maintain the policy/client retention.
  8. Process a claim.
  9. Recovery / mitigation of losses.