Before concluding the contract:

• presenting to the client (or sending a scan, a link to the files: authorization, permission, power of attorney to conclude the contract

• indication of the choice of insurance companies

• indication of the choice of banks

• indication of the choice of lessors

• indication of the possibility of solving the problem of a legal nature

• the goal is to meet needs

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• performing the Customer Needs Analysis

• collecting the necessary information and documents

• indication of preliminary possible solutions for the maximum coverage of insurance risk

• determining the financing needs, purpose and financial capabilities of the borrower

• determining the type of legal problem, choosing the type of legal aid

• the goal is customer satisfaction

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• negotiations with insurance companies, banks, lessors of the terms of the offer and the future contract

• negotiating the best terms of insurance coverage, the lowest integral and deductible franchises, the lowest possible deductibles or their elimination

• negotiating the content of a credit agreement, leasing agreement or loan

• maximum cost reduction

• achieving the lowest possible cost: the lowest premium, the lowest installment. 

• analysis of insurance offers: scope of liability, exclusions, amounts of integral and deductible franchises, own shares

• analysis of credit, leasing and loan offers in the scope of e.g. loan terms, repayment terms, loan period, early repayment, additional costs

• selection of the best offer for the client.

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Conclusion of the contract:

• signing or concluding remotely by remote acceptance

• inyexplanation of the key issues of the concluded agreement

• information on the ways and forms of reporting damage, etc.

• determining the method and form of contact in order to extend the contract.

• contract management and after-sales service.

• installment reminders,

• reminders about expiring contracts

• preparation of annexes

• assistance in the settlement of the damage

• assistance in obtaining compensation

• assistance in obtaining the benefit