As a client of Mathews Comfort, you will expect us to deliver a comprehensive and valued service, in return for the remuneration we receive. Please download our service document which outlines our Private Client Premier Service Level Agreement in more detail and clarifies what you can expect from us.

There are a few key areas to insurance broking and the way we will service your account. You may or may not be involved in each section but to summarise, these broadly fall into the following categories:

• Pre Renewal Programme
• Insurance Placement Programme
• Post renewal Programme

Pre Renewal Programme

This is an important part of our service and ensures we can deliver the best possible solution for you, at a competitive cost, with the correct level of cover.

Typically, this will involve:

• Pre Renewal Contact (can include face to face) - 1-2 months before renewal date
• Information Fact Find (usually by phone or email) - 1-2 months before renewal date
• Identify Risks - 1-2 months before renewal date

Once this process has been completed and we understand your requirements for the forthcoming year, our attention turns to the Insurance Placement.

Insurance Placement Programme

Following our pre renewal programme, we will have gathered the correct information to approach the market. At this stage, we will be looking to obtain terms from the range of insurers we have at our disposal.

In the majority of cases, the Insurance Placement Programme will involve: 

• Prepare Proposal for Potential Insurers
• Review Proposals Received  
• Issue Renewal Terms
• Place and / or Renew Insurances  

As the year progresses, we will be here for you to deal with any matters that may arise. Typically, this may involve changes to your property, additional property and claims. We will deal with changes efficiently, but it is worth mentioning some more detail on our claims service. 

Claims Service

In the event of a claim, we would suggest you get in touch as soon as practically possible. We will provide advice on the claim and manage this accordingly. The extent of our management will depend on the severity of the claim, but this is an element of our service we know our clients value highly. It could be the insurer will take over the process but we will be there to manage your claim, assist and keep you updated as required. 

We feel this is an area where you should really value our skills and the advice we provide, but of course we hope that it never happens.

Please download the service level document for more information.