+351-289-828-273

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+351-289-822-709

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Mon - Fri 09:00-18:00

Faro,

Services

Our Services

If you are looking for an insurance consultancy and mediation service that values the relationship with the client and offers personalised and efficient solutions, we are at your disposal. Come and join our family of satisfied and protected customers!

Specialised Consultancy

Just like personal life, the business world is permeated by uncertainties, risks, competition and unknown opportunities. Based on a solid knowledge of the financial and insurance market, our company is committed to providing our clients with the best partners and protection solutions, as well as access to the investment and savings plans best suited to their specific needs.

Our focus is to provide personalised insurance advice, defining the best protection strategy for each risk situation, whether specific or global. We conduct detailed risk exposure analyses and actively search the market for the most suitable insurers and guarantees to offer the most accurate advice.

Once we have found the ideal solutions for each business and profile, we provide clear explanations to ensure that our clients fully understand the risks involved and the proposed guarantees. It is essential that our clients have a full understanding of their risks and the best ways to address them at fair prices.

That is why we offer continuous advisory support to maximise the chances of success in protecting our clients.

Claims Assistance

It is essential to have close support when unexpected events occur, relying on impartial professionals who can help avoid wasted time, travelling, lengthy phone calls to insurers, inconvenience and other costs.

Assistance in claims management includes several steps, such as customer service at the time of the claim, assistance in filling in the claim report, clarification and impartial counselling, verification of the framework of the claim under the guarantees of the insurance contracts, opening and monitoring of the process or sending a claim, request for documentation and support in the management of the claims process, scheduling of expert opinions and support in investigations, permanent information for insured persons, insurers and third parties, submission of proposals for the settlement of compensation / claims and monitoring of the settlement of the insured person's case and other interested parties until its resolution.

Optimising the entire claims management process significantly improves the quality of service provided to customers, ensuring efficient and effective support in defending their interests.

The aim of these services is to provide the customer with a smoother and faster experience during the claims process, minimising the impact and disruption caused by the event. With the assistance of the insurer, the customer can count on specialised and efficient support to solve problems and resume their routine as soon as possible.

Portfolio Management

The management of insurance and financial investment portfolios is essential to meet the needs of an increasingly demanding market, for both private and corporate clients. This service is composed of several activities, including the management and contractual review of the insurance portfolio, the analysis of premiums paid and payable in relation to the inherent risks, the reassessment of risks whenever there are changes in the companies or in the personal lives of clients, and the presentation of personalised proposals according to the needs and objectives of clients and the new products offered by the market.

An insurer's portfolio management service is a set of actions and strategies that the insurer undertakes to manage and monitor its customers' insurance policies. The aim of portfolio management is to ensure that the coverages offered meet the needs of the customers while being profitable for the insurer.

In short, an insurer's portfolio management service is key to ensuring the company's financial health and customer satisfaction by offering customised and efficient coverage for their needs.