Our Claims Process

Our Way of doing things

As experienced and committed insurance brokers, we can bring tremendous value to our clients’ businesses. To help us maximise this value at every opportunity, we’ve created a simple 6-step process, the Macey Way.

Discovery

Discovery

- Connect with the client
- Evaluate their business and current insurances
- Understand their risk profile and needs

Research

Research

- Identify current and emerging industry risks
- Present relevant insights and risk advice
- Make and clearly explain all recommendations

Approval

Approval

- Review approved policy selection
- Bind cover and provide payment options
- Provide insurance certificate and policy documentation and document renewal date

Alterations

Alterations

- Discuss any changes that may impact a client's risk profile
- Confirm details of amendments
- Provide amended certificate of currency and policy documentation

Claims

Claims

- Be available to support client at every stage
- Review policy and provide clear action points/timings
- Negotiate with supplier/insurer claims team
- Follow-up continuously until successful claim settlement

Renew

Renew

- Review existing policy as renewal date approaches
- Consider any possible changes
- Reconnect with client
- Back to Step 1

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