What the Starter Service Kit Includes
The Starter Service Kit is designed for someone who wants a clear, structured introduction to insurance without committing to a full advisory engagement. It covers the basics of policy review, risk identification, and next-step guidance.
You receive a written summary of your current cover, a list of gaps or overlaps, and a shortlist of policy types that match your situation. The kit does not replace a full broker consultation, but it gives you a concrete starting point.
- Policy inventory: a list of your active policies with key terms and expiry dates
- Gap analysis: areas where your cover may fall short based on your stated needs
- Recommendation summary: two or three policy types worth exploring further
- Follow-up call: a 20-minute call to clarify the findings and answer questions
The kit is delivered as a PDF within three working days after you submit your policy documents and a short questionnaire. You keep the document and can use it when speaking to any insurer or broker.
This kit is best suited for someone with one to three existing policies who wants a second opinion before renewing or switching cover. It is not a full audit and does not include ongoing support.