Information gathering
- Exhaustive list of necessary information (contracts / staff / mandate / activities / specific risks / loss experience, etc.).
- The documentation will depend on the type of risks to be insured.
Analysis
- Restitution of analyzes in a precise format.
- Risk mapping.
- Studies of special situations.
- Termination of current contracts.
- Structuring of the call for tenders.
- These different steps are carried out at no cost to the company.
Recommendations
- Presentation of the companies approached.
- Summary of the contracts offered by the companies (proposed coverages / costs).
- Financial simulations, savings.
- Transparency on brokerage commissions.
Contracting
- List of information and documents required to finalize contracts.
- Communication of finalized contracts.
- Signing of contracts.
Implementation and follow-up
- Information for managers and employees, if applicable.
- Team training, risk awareness.
- Supporters, managers and employees.
- Monitoring of contracts with Companies / Mutuals.
XV Courtage provides the necessary teams to minimize the work of internal company teams. We take care of the administrative transfers of contracts.