Policy management
Organises policies, checks overlaps and gaps, and supports necessary adjustments.
Talk to usPolicy management: Scope and purpose
Organises policies, checks overlaps and gaps, and supports necessary adjustments.
When is Policy management needed?
For clients with multiple policies, changing risks or ongoing adjustment needs.
Scope and steps in Policy management
- Policy overview with terms and responsibilities
- Review of gaps, overlaps and outdated information
- Support for market exercises, replacement and ongoing updates
Key conditions and limits of Policy management
Changes only take effect after agreement and acceptance by the relevant insurer.
The outcome depends on complete, current information and on decisions made by insurers or other parties involved.
Practical example: Policy management in action
As a business grows, turnover, locations, fleet and insured values can be updated together.
Consultation on Policy management: What we need to get started
The following information helps us assess suitable next steps:
- Complete policy documents
- Current risk and value data
- Priorities, deadlines and contacts