Preparing for an insurance review
A useful first conversation starts here.
You do not need a full set of documents to make an initial enquiry. Begin with the requirement, what has changed and the timing.
A simple preparation guide
Four things to think about.
- 01
What needs protecting?
Describe the home, possessions, property or business. If you are an adviser, explain your role and who you represent.
- 02
What has changed?
Think about purchases, works, occupation, valuations, activities or equipment. Mention anything you are unsure the existing insurer knows about.
- 03
When is the decision needed?
A renewal date, completion date or planned change helps frame the conversation. Tell us if the matter is urgent; no response time is promised by this website.
- 04
What do you want clarified?
List the questions about limits, exclusions, conditions, excesses or claims support that matter to you.
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