Resources
Latest Posts from the Blog
DIY vs. Insurance Brokers – Which is the best for your business?
Do you currently look after insurance in your business? Whether you DIY or use an insurance broker, you may wonder which option is right for …
Benefits of having an insurance broker [+infographic]
What are the benefits of having an insurance broker? “Times they are a-changin’” and right now business owners across Australia agree with Bob Dylan. With …
Business Insurance and Coronavirus (COVID-19)
As the global population prepares for increasing infection rates of COVID-19, many health officials are warning that we should do what we can to main …
COVID-19 forced my business to close. Do I still need insurance?
In the past few weeks, our brokers have been receiving enquires from clients regarding the need for insurance should their business temporarily close due to …
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
