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About Insurance Brokerage Story Our approach follows the internationally recognised six-step process: - Establish the client-adviser relationship and scope of service, - Gather client data and determine the clients goals and expectations, - Analyse and evaluate the client’s financial position for the purpose of identifying personal and/or business insurance needs, - Develop and present written statement of advice, - Oversee the implementation of the plan, and - Monitor and review the plan. - Not all clients require the full range of advice that can be provided, and the services provided will depend on the client needs
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