What We Do

1. Market your insurance needs

We ensure that we understand the current and future needs of your business so that we can provide the most appropriate advice regarding suitable insurance products and services

2. Negotiate with insurers

We liaise and negotiate with your current insurer to obtain the best possible renewal terms and conditions.

3. Secure cover and price

We negotiate to secure the most appropriate cover and price.

4. Prepare documentation

Including proposals, policy documentation and premium invoices.

5. Monitor and visit

By meeting with you regularly we can monitor your business activities and advise on any adjustments to your program or cover which may be needed if your circumstances have changed.

6. Provide claims assistance

The settlement of any claim is dependent on a number of factors, such as the policy wording and the information you provide in relation to the incident. We work with you to ensure any claim you submit is handled expeditiously by your insurer, and we can ensure you are connected with the relevant parties to help you gather the information required and advise you on the implications of the wording within your claim. (The costs associated with such assistance may be recoverable under Claims Preparation Costs, referred to in your policy sub-limits.)

7. Review risk management

We review your procedures and current insurance covers and recommend additional covers, if relevant.

8. Provide Certificates of Currency

These certificates are provided as and when required. As the certificates are issued by insurances companies and not Trans-West, some slight delays may occur, so we encourage you to request them as early as possible. Certificates will not be produced on Trans-West letterhead.

Your Account Manager is available to assist you in the day-to-day management of your insurance program. In the event that your account manager is unavailable, there will always be a friendly staff member on hand to help you.
If at any stage you require financial advice, our Financial Services team can provide specialist advice and management solutions in relation to superannuation, life and disability products and succession planning products. Refer to Life Services.

 

 

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