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  • Identification of the coverage needs of each client.

  • Compilation of client information in order to obtain offers from the most competent insurance companies in the field.

  • Analysis and evaluation of the different offers.

  • Formal presentation of the offers through premium and coverage comparison charts, along with recommendations and/or suggestions.

  • Implementation and administration of your insurance program, endowed with the conditions, clauses and stipulations set forth at the signing of the policy.

  • In case of a claim, offer the necessary assessment in presenting the claims as well as any follow-up that may be required.
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