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Latest Posts from the Blog
Three costly mistakes when buying insurance direct
Buying business insurance is pretty easy…right? Not necessarily. Today, insurers are trying to make it seem like purchasing insurance is incredibly simple that you wouldn’t …
Business Interruption Insurance: Why businesses should consider this cover
Many entrepreneurs believe that setbacks are a right of passage on the road to success. If you run a small business, then you would be familiar with unexpected …
Emergency Services Levy – why are those already paying for insurance left to foot the bill?
If you are a resident in NSW, you are already paying some of the highest taxes and levies in Australia, including the Emergency Services Levy …
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 …
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
