Services

Portfolio Analysis

The Portfolio Health Check is just one method by which we manage a client’s portfolio.
This detailed audit tool obtains information about your organisation and your insurance requirements. It focuses on and analyses:

  • -  Company structure and entities to be insured
  • -  Full description of your occupation and your business activities
  • -  Risk exposures and their impact on your operation
  • -  Claims history
  • -  Hazards
  • -  General – from self insurance to risk appetite

Upon appointment as your broker, we will undertake this Portfolio Analysis and present any recommendations that we believe to be relevant to your business and ensuring adequate cover.