More and more our industry is calling for independence and objective advice for clients and at TSA we have an automatic review process that assists in achieving this whilst cutting down on the time and effort required to do so.

3 months prior to review date we run quotes with our four insurers. We believe in the value of long term relationships and if we are able to we will offer the best rates and proof free limits with the existing insurer. After all, this saves time and hassle for the broker and the client and this is what we are trying to avoid. In cases where this is not possible all four options are provided.

In the notification letter a date is given by which time we ask that confirmation of the decision is sent to us. It is critical that this request is adhered to in order to avoid going over the effective date of review.

It is a fine line between starting a review too early and providing enough time to meet and discuss the options. Bearing in mind that there are notice periods should a client want to move between insurers we feel that the timeline adopted above allows for time when required but meets the needs of the insurers in terms of review dates and notice periods if necessary.

Once confirmation is received a final review pack is put together and emailed as well as posted to the broker. All that is left to do is get the client to sign the acceptance form and send this back to TSA so that we can get busy looking after the group for another year.

Carol, Krishnee, Kristy, Margie, Natasha and Noleen look forward to making your next review as quick and simple as possible.

Thank you and regards,

The TSA Team

You’ll find all back issues of TSA Connect by visiting our blog and you can do that by clicking here.