PARTNERSHIP ROADMAP

The Stages of Our Collaboration

Our collaboration begins with a clear and focused approach, designed to ensure a full understanding of your needs and the development of solutions that truly align with your business goals. Through an interactive Roadmap, we guide you step-by-step — from initial assessment to implementation and ongoing support — ensuring value and transparency at every stage.

Needs Assessment & Initial Consultation

  • You outline your objectives (e.g. current liquidity, participation in tenders) and provide relevant financial data and client portfolio information.
  • We identify your protection needs (e.g. credit risks, performance bonds, etc.).
  • Insurance companies conduct an initial risk analysis and present solution options.

Risk Evaluation & Solution Structuring

  • You provide detailed evaluation inputs (e.g. clients, projects, turnover).
  • We propose tailored coverages, clarifying processes, costs, and management requirements.
  • The insurer reviews your profile based on your needs and designs customized contract terms.

Contract Signing & Activation

  • You approve the terms and activate the coverage.
  • We ensure alignment between all parties and provide guidance on policy management.
  • The insurance company issues the policy with defined coverage parameters.

Monitoring & Support

  • You manage the policy, submitting requests (e.g. coverage extensions, prolongations).
  • We offer continuous support (e.g. limit management, ad hoc needs) and keep the insurer informed of any updates.
  • The insurance company monitors risks and evaluates any coverage adjustments.

Claims Handling or Bond Execution

  • You provide full documentation for the overdue receivable.
  • We support you in drafting and submitting the claim request.
  • The insurer processes the claim and issues compensation, initiating recovery actions for the overdue amounts.

Review & Renewal of Collaboration

  • You assess your experience and needs for the upcoming period.
  • We evaluate policy performance (e.g. claim success, risk reduction) and suggest improvements or renewal options.
  • The insurance company provides updates on new or enhanced coverage solutions.
Our collaboration is built on transparency, direct communication, and adaptability — aligned with your evolving needs and market dynamics.