Charter and mission

This charter makes it possible to appreciate at all times the conformity and the respect of our engagements towards our customers.

REPRESENTATION

Defending your interests on the best terms is our mission.

For this purpose, we act on your behalf and wear your "cap".

Since we handle a large volume of business, we benefit from privileged links with major insurance companies. Thanks to that, we intercede with them in your favor, with all the weight we have. In case of disaster, you will appreciate our precious support. We will then be at your side, correctly asserting your rights with insurers. We will also make every effort to ensure that your founded claims result in a timely and satisfactory resolution.

REPUTATION

To show constant loyalty, credibility, confidentiality and professional conscience, this is our commitment to you.

Our proven professional knowledge and experience will ensure you the best service. Moreover, the biggest partners recognize our credibility, our seriousness and our sense of organization. Their letters, certificates, written and oral testimonies, which you can consult, bear witness to this.

STRATEGY

eize your projects and make ours to help you plan them in time, according to your requirements and your means, this is our attitude.

Current changes can affect your life and your future. Also, we scrutinize new trends in the business world and various professional backgrounds to make you benefit from any positive developments. (For example, deregulation of the private and social insurance sector or changes in the legal provisions.)

To provide you with a basis of objective comparison, absolute guarantee of a lucid choice, such is our requirement.

Only our economic independence can assure you of that. Free from any hierarchical or institutional constraint, we practice our profession with passion, as true professionals.

ADVICE

Helping you make wise decisions is our ambition.

To do this, we analyze your risks carefully, according to the following method: identification, quantification, control, financing. Then we distinguish the needs that you will partially assume from those whose the insurer will take care. Then we estimate any gaps in your coverage and propose a strategy to fill them. Once in perfect knowledge of your file, we can assume the management.

MANDATE

Manage your insurance portfolio to the best of your interests, that is the purpose of our mandate.

This includes avoiding all the important and complex administrative tasks associated with insurance companies. So, for you, we:

• check the compliance of documents issued by insurers,
• translate insurance jargon into simple, accessible language
• keep up to date the data specific to your rights and benefits,
• help you fill out complete insurance declarations so that the insurer can not doubt the validity of your claim.

You therefore have a privileged interlocutor who, at all times, has an overview of your portfolio. This close relationship avoids any worry due to policies written with various companies.

FORESIGHT

Protecting your person, your family, your property and the fruit of your work is our duty.

We act with foresight to prevent the jeopardy of a company's assets or the private property of a business owner. We accurately estimate the risks incurred by the directors. For companies, we especially study "risk management". Then, we propose to the leaders preventive measures with regard to deterioration, destruction or disappearance of the professional heritage.