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We have extensive experience in managing the broker transition process. Transition from one service provider to another can cause problems. For example, legacy data can be lost, loyalties can be eroded and changes in personnel can disrupt service.

Taking into account the cost and benefits of changing the insurance structure, we will create a structure that utilises the best available terms, conditions, security, price and insurer services on matters such as claims handling and contract certainty.

We tackle these challenges head-on by employing a robust management process that leaves nothing to chance. We formulate a detailed transition plan with clearly allocated tasks. Our delivery mechanism is tried and tested.

Moving to new markets

We will scrutinise your existing insurance programme and markets, and will advise on the implications of moving insurers.

We will work with your existing insurer to improve the firm’s insurance options, as well as sourcing alternatives. We are not proponents of change for change’s sake.

Continued investment in infrastructure and resources

Over the last 24 months, we have invested significant resources in our infrastructure and operations, with continued growth planned for the future. We continue to recruit and retain the very best professionals with the knowledge to understand our clients’ business requirements. In 2009, Shyam Moorjani – a seasoned Hedge Fund COO – joined our team as Managing Partner to head our operations. We also recruited a specialist insurance solicitor, David Heathfield, from a leading city law firm as our General Counsel.

We would welcome you to our office at anytime to meet the team and see the strong infrastructure we have in place.