Our placement optimisation expertise enables insurance brokers, including those associated with an alliance or network, to achieve:

• Preferential insurer / supplier terms and enhanced service levels
• Operating efficiencies
• Improved earnings and margins
• Compliance with regulatory framework

Every business is unique and the specialist support we offer is flexible, tailored to your specific requirements and designed to complement your available resources. We work collaboratively with your nominated staff and ensure we provide the detailed responses and rationale required to help you reach the final decision.

Insurers minimum selection requirements may be lower than you are expecting and a competitive tender should be highly beneficial to your business. We would be happy to discuss your qualifying criteria in confidence.

What we do
We use our experience and expertise, together with input from your team, to effectively manage insurance tenders for new, renewing and transferring:
Product Consolidations
for specific classes of insurance including SME packages, PI, D&O, Commercial Motor, Mini Fleet, Property Owners, Personal Accident / Travel, Engineering, Home and more.
for scheme and affinity opportunities
Claims Management Facilities
typically for property and motor claims, please visit our dedicated page

Each engagement is scoped to meet the specific broker’s needs and our involvement can be from infancy to award or selected stages. Below is a brief summary of the key stages of a full cycle process, please get in touch for more detail of what each entails or request a brochure.

With our wealth of experience we can be relied upon to ensure the whole process runs smoothly, effectively and follows FCA guidelines. Please visit our compliance page for more information.

Many of our satisfied customers have kindly provided us with testimonials that we invite you to read.

Why should you consider a tender review?
Here are just some of the reasons to consider

• Benefit from scale while remaining independent
• Consolidate your panel of insurers, reducing administration, training needs, risks of E&O and insolvency concerns
• Maximise benefits of business growth, either organic or through acquisition
• Consider wider market options rather than a single insurer rollover
• Benefit from advancements in IT capabilities
• Re-market your existing arrangements more widely to secure best terms
• Compliance obligations - the FCA recommends a review within 3 years

What are the additional benefits?
The advantages for you and your clients are numerous; specific benefits are tailored to each tender we undertake, these typically include:

• Preferential underwriting terms and rates, wider risk acceptance, bespoke branded wordings, DIC/DIL protection, fewer insurers to manage, greater insurer commitment and improved service.
• Operating efficiencies, marketing support to aid growth, work transfer fee, improved earnings and margins

For full details, please get in touch or request a brochure

We also manage tenders for Claims Management facilities, please visit our separate page.

For further information, please contact: Tel: 07502 456476 or Tel: 07774 736825