The Process

Step 1
The first stage in our process is to contact you, either via telephone or through a visit to your office or home, depending on your preference, and chat with you at your convenience.  This is a free meeting where we will establish your needs and requirements.

Step 2
Once this information has been gathered we will conduct a market review and meet with you again to present our recommendations to you.  In addition we will provide a document comparing and contrasting the best options available for your reference.

Step 3
If you are in agreement, we will prepare the paperwork for you to sign.  The completed forms are then passed to our processing department and you will be introduced to your advisor’s dedicated account coordinator who will be overseeing your application.  

Step 4
Once your application has been processed you will receive a welcome pack detailing everything you need to know about your policy, including policy numbers, a plan schedule, details of the claim process and emergency contact numbers. 

Step 5
We will be in regular contact with you throughout the life of your plan to assist with any changes, additions or problems that may arise, or to offer support with the claims process.  Our aim now is to ensure you never have to worry about your PMI cover again.