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Latest Posts from the Blog
Essential Small Business Insurance Checklist: Protecting Your Aussie Business
In today’s dynamic business landscape, one truth remains constant: almost every Australian business requires insurance. However, navigating the maze of options can be daunting. From …
Understanding the Essentials: Key Differences Between Public Liability and Professional Indemnity Insurance
If you are starting a business or are a sole trader considering insurance, you may have seen two policies being recommended online. Public Liability Insurance …
Macey Christmas Message & New Year Trading
As we head into the holiday season, we express our heartfelt appreciation and gratitude to our clients and your continued support. Wishing you and your …
Celebrating a Decade of Giving: 10th Annual Charity Golf Day Recap
Macey Insurance Brokers Joins Hands with SBC for a Remarkable Cause Recently, Macey Insurance Brokers proudly co-hosted the 10th Annual Charity Golf Day in collaboration …
Insurance Factsheets
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
