Meeting with the client and definition of the model portfolio

  • Analysis of client needs
  • Definition of time and expense limits and the risks to be assumed
  • Stipulation of the mandate contract between MGE Broker and the client
  • Creation of an optimal model insurance portfolio that fully meets the needs of the client

Market survey and creation of the actual portfolio

  • MGE Broker conducts a thorough analysis of the national and international market in order to search for the optimal insurance products
  • MGE proceeds to the creation of a real portfolio of insurance products that maximizes the coverage of the risks presented in the meeting with the client and minimizes the costs to be incurred
  • As an independent company, MGE Broker addresses a wide range of insurance companies. In this way it can evaluate without constraints all the available products, negotiating the best economic and regulatory conditions.

Presentation of the insurance portfolio and intermediation of insurance instruments

  • The real portfolio composed by the insurance instruments is introduced to the client, who views the solutions and approves them
  • On the basis of the brokerage mandate previously stipulated, MGE Broker proceeds to broker the products on behalf of the client
  • On behalf of the client, MGE Broker also follows the steps following the intermediation, taking care of the issuance and activation of products

After the issue

  • MGE Broker takes care of keeping its archives updated, according to what is established by the regulations in force
  • Takes charge of the management of the expiry dates of the terms of the various products, both as regards the payment of premiums and their renewal
  • Assists the client in the event of a claim and the need to proceed with liquidation of damages

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