Planning savings and investments:
Advice on hiring:
- Gathering information about the personal and financial situation of our client/a i on / s product / s you already have.
- Presentation of the most ventatjoses by the customer, based on profitability, liquidity and coverage you want or need, taking into account the tax implications that may have for the customer/a.
- Assistance if necessary, of consultants specializing in the presentation of products.
- Cotractació the policy or investment product processing and transfer of savings products.
- Monitoring of the contracted product or new, to adapt to the financial market.
Providing advice on:
- Receiving customer request (extraordinary contributions, increase of contribution, contribution paralysis, redemption or maturity of the policy, changes in portfolios of investment funds, etc.).
- Follow until the client / to have received the benefit.
Advice on hiring
and portfolio monitoring
- Analysis according to the needs exposed by the client.
- Study of the policies taken by the customer / a, to proceed with the evaluation of the adequacy of the same or maintenance of hedges and capital if successful
- Customer Presentation / to proposals based on objective analysis conducted with a sufficient minimum insurance companies.
- Processing cancellation policy/ies previous
- Issuance of / policies / as new / s and hand delivery or shipment by mail or email
- Portfolio monitoring.
- Processing and resolution of claims
- Reception and opening the company's claim communicated by the customer / a
- Commissioned survey or sending professionals having to repair
- Monitoring of the incident and carrying out all the necessary steps for a total customer satisfaction / a.
- Checking the correct closing of the accident.
All these procedures can be performed by telephone, mail, web or in person.