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Client Service - Coggle Diagram
Client Service
managing portfolio
be realistic and review the past 3-5 years
insurers' risk appetite and market trend toward a particular risk
economy status
loss ratio
what risks are easier to obtain quotes and what products sold more
claims handling and claims monitoring
regular monitoring systems
Premium saving solutions
any improvements can be done to reduce the risks?
will premium decrease once risks reduced
higher excesses?
Replaced by other policies or covered under another existing policy?
use contractors and ask them to have their own insurance
save in some policies and improve the other policies
Communicate with clients
managing changes and claims
future changes in businesses
mitigate risks to prevent claims
Inform clients of market trends
Providing recommendations
Provide any recommendations we could identify
to avoid PI exposures for broker
Under attack
remarket and see the competitiveness of the premium
prepare recommendations
Contact and service plan
negotiate a contact and service plan with the client
in case the client forgets to advise the broker on their changes
New risk profile
Do new surveys at renewal