Services
Whether you’re worried about protecting your equipment, safeguarding against theft, or keeping your business afloat during a natural disaster, we tailor our insurance solutions to fit your unique set of risks. From there, your broker will be by your side, providing you with all the support you need, from checking your policies to lodging claims on your behalf.
What to expect when you partner with a CIS broker
1. Strategy and
placement
To get started, your broker will assess your risk profile and undertake a needs analysis to determine the best possible insurance solutions for your unique circumstances. From there, they’ll prepare a report detailing their business insurance recommendations.
Then it’s up to you – in line with your instructions, your CIS broker will then arrange placement of your policy.
Placement may involve:
- Confirming the cover for all placed insurances.
- Delivering the policy summary and other important information.
- Issuing invoices for all new policies, renewal premiums and endorsements.
- Premium funding services as required.
2. Your personal insurance advisor
Once you’re happy to move forward, we’ll manage your insurance needs so you can focus on running and growing your business.
We’ll look after:
- Daily service, advice and administration of insurance matters.
- Notification to insurers of changes in cover if required.
- Issuing certificates of insurances, as required.
- Regular meetings and discussions to review issues/updates.
- Provision of an up-to-date summary of all outstanding issues, activities and projects, describing status and action taken.
- Advice on new and emerging risks as well as relevant insurance market updates.
- Analysis of contracts and their implication on the insurance program currently in place.
3. Claims management
and support
When your livelihood or personal assets are impacted, it’s essential that your coverage delivers a solid return on investment. CIS brokers take the complicated claims work off your plate, while working to achieve the best possible outcome on your behalf.
Our claims service includes:
- Notification of claims to relevant insurers.
- Negotiation with underwriters and third parties to achieve the best possible settlement.
- Analysis of claims frequency, severity, causes and trends.
- Site surveys, reviewing existing programs and risk information.
- Formal review of underwriters and loss adjustors to ensure quality service delivery.
Areas of specialisation
We genuinely care about the businesses we work alongside in our community and are proud to specialise in insurance protection for businesses including:
- Farm – including crop and livestock
- Trades
- Construction – including plant and equipment
- Hospitality
- Professional services
- Medical and allied health
- Community service organisations, including clubs and not-for-profit
- Commercial Property Owners and Offices
- Strata property – commercial and residential
- Commercial motor fleets, including heavy vehicles
- Retail shops
As part of our insurance offerings, personal and domestic insurance policies can also be packaged with your business policy, so you can rest easy knowing all of your assets are covered.
Why choose CIS?
Let’s get started
Reaching the best possible insurance outcome together
To enable our professional advisors to achieve the best possible insurance outcome for you, please connect with us at least four weeks before your insurance start date so we can:
- Get to know you, understand your business in detail and your financial objectives.
- Work with multiple insurance companies to ensure we can present and advise on the best possible insurance solutions that align with your unique situation.
- Make time to talk through our proposal, provide professional guidance and make any adjustments.
- Arrange placement of your insurance policies.