Who are we as Insurance Risk Advisors?
We, SIB are responsible for advising clients on how to protect against risk. SIB work with clients to assess their financial situation and risk profiles, and use this information to arrange suitable insurance policies on behalf of the client.
Our responsibilities typically include:
-
Assessing Client Needs: Understanding a client’s financial situation, risk tolerance, and coverage requirements
-
Explaining Insurance Products: Providing information about various insurance policies, including life, health, property, and business insurance.
-
Comparing Policies: Analyzing different insurance options from various providers to find the best coverage at competitive rates.
-
Customizing Insurance Plans: Tailoring policies to suit individual or business needs.
-
Handling Claims Assistance: Guiding clients through the claims process and ensuring a smooth settlement.
-
Regulatory Compliance: Ensuring that clients are aware of policy terms, conditions, and legal requirements.