1 Insurer selection
The first step consists of shortlisting a few of the most suitable insurers who best fit our client’s requirements.
2 Request for proposal
Pacific Prime develops and presents the request for proposal (RFP) to insurers, which gives them a chance to deliver their best proposal.
At this stage, we evaluate the insurer’s proposals, including benefits, conditions, and policy terms to ensure stability and meet our client’s needs.
Next, we negotiate terms and premiums with your selected insurer(s) to ensure we deliver the best value for the money you pay.
We then provide you with an overall presentation of the best solutions, along with quotes for each recommendation and objective advice on the available options, so you can make the most informed company insurance decisions.
6 Plan implementation
Supporting your transition to a new insurer is another part of our policy broking process. It also includes employee orientation sessions, which ensures your staff are aware of what benefits and services your new plan offers.
Pacific Prime will make sure that there are no surprises or unexpected problems to come from your insurance contract. Our advisors and client management teams will be available to you at any time to answer any policy-related questions.