How Our Risk & Insurance Review Works:
Step 01
Deposit & Review
On payment of your 50% deposit, we will arrange a video call or site visit to get to know you and your business. During the visit we will understand your business activities, gather accurate insurance underwriting information for insurers, take photos and ask you the tough mitigation questions as we accompany you around the premises.
Step 02
Review of Current Insurances
Armed with a solid understanding of your business, we will review your current insurance program and assess whether it meets your current and future business needs.
Step 03
Recommendations
We will provide you with a risk and insurance review report outlining:
- any gaps in your existing insurances;
- insurance(s) recommended to protect your business risk(s) fully;
- recommend risk mitigation practices to safeguard your business risk(s).
Step 04
Final Payment
The remaining 50% balance is payable upon delivery of the Clear Insurance risk review report.
Step 05
Peace of Mind
With a thorough understanding of your business risk and insurance requirements, you can feel confident about the next steps you should take to protect your business.
Insurance is a relationship business, so it’s essential to have an adviser you know you can trust. At Clear Insurance, we always work to protect your best interests above all else. Our honest and thorough approach helps you build confidence around business risk. It enables you to decide whether to keep, mitigate or transfer your risk to insurance.
If you have an existing policy or would like advice on the most appropriate insurance and risk transfer solutions for your business, contact Clear Insurance today.
Ask us about our risk review service for a one-off adviser fee.
