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.