About

 

Personalized advice is one of your advisor's main strengths.
Before signing a contract, the broker details the basic and additional coverages, explaining the exclusions, deductibles, terms, and conditions that could affect the contract.
This ensures that the client fully understands what they are purchasing and what to expect in terms of financial protection.

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Transparent and continuous communication

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Another function is the rapid communication of any changes or rejections to the coverage proposed by the insurer.

The broker must notify its clients immediately, and in writing, of any modifications to the original proposal to ensure informed and efficient decision-making.

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Delivery and review of policies

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The broker also ensures that the policies are delivered in a timely manner and in a format that meets the client's expectations.

Before delivery, the broker reviews the documents to ensure they are in line with the request, avoiding unpleasant surprises in the future.

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Advice during the validity of the policy

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The advice doesn't end once the insurance has been purchased.

Throughout the term of the policy, the broker continues to provide ongoing support, helping the client understand their obligations to maintain active coverage and ensuring that the policy continues to cover their risks over time.

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Support in case of accident

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One of the most critical moments where an advisor demonstrates their value is in claims management.

In the event of a covered event, the broker assists the client or beneficiaries, helping to process claims with the insurer and providing proactive follow-up until the process is completed.

This set of functions highlights the key role that insurance brokers play not only as intermediaries but as trusted advisors, ensuring that their clients are always well-informed and supported, even in difficult times.