When was your last alternative broker review?
A. 10+ years ago
B. 4-10 years ago
C. 2-4 years ago
D. 0-2 years ago
When does your broker complete your renewal discussions before the actual renewal date?
A. The day before
B. 1 week before
C. 2-3 weeks before
D. Over a month before
How does your broker advise you of your renewal terms?
A. Sends me the insurer documents only
B. Phones/emails me
C. Provides a basic renewal report
D. Provides a detailed renewal report
How much support do you get during a claim?
B. I report to them initially
C. I have some updates on progress
D. I have full claims support including site visits with loss adjusters where required
How often does your broker provide you with a detailed claims report?
A. They don’t
B. Part of renewal report only
C. Twice per year
Does your broker help you with your H&S and general risk management?
A. No support
B. Support from my insurers
C. Some occasional broker support
D. Planned programme by broker
Does your broker provide you with a dedicated account contact?
A. I have no idea who to ask for
B. I call the contact centre
C. I call the team
D. I have a named account handler
Mainly A’s- You need to review your programme urgently
Mainly B’s- You should give serious consideration to a programme review
Mainly C’s- Your service levels are reasonable, but could certainly improve
Mainly D’s- You appear to be receiving a very good service
If you answered mostly A’s, B’s or C’s, get in touch with our Chartered team today to discuss reviewing your insurance strategy.