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Latest Posts from the Blog
Are insurance premiums increasing in 2021?
As we enter 2021, there has been a lot of talk regarding rising insurance premiums. The reality is that insurance premiums are a fact of …
Small Business Spotlight: The Marketing Clan
Jamie McAinsh, Founder of The Marketing Clan, Shares His Business Journey & Top Ten Marketing Tips For many regional business owners, the last twelve months …
The Role of the Broker in the Claims Process
The role of the broker in the claims process Have you suffered a loss and need to make an insurance claim? Whether personal or business-related, …
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
