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Contract management

Deadlines, changes, documents: an insurance portfolio kept up to date.

The essentials

Over the years, a business accumulates contracts, amendments and deadlines. The risk is not only forgetting a date: it is that the contracts no longer match reality.

We follow your portfolio and point out what deserves a decision. Clients can consult their documents via MAGE Line, the online space provided by our technical partner.

The situations concerned

  • Contracts spread across several insurers.
  • An in-house person dedicated to insurance.
  • Annual salary or turnover declarations to prepare.
  • Cancellation deadlines missed in the past.

How we support you

  • Keeping an overview of the portfolio.
  • Advance reminders of deadlines and decisions to be taken.
  • Handling changes: vehicles, staff, premises.
  • Checking the documents issued by insurers.

Before deciding

Points to examine

  1. 01The cancellation periods specific to each contract.
  2. 02Year-end declarations.
  3. 03Consistency of the addresses, sites and activities declared.

How it works

How we move forward together

  1. Step 1

    Understand

    An initial conversation to grasp your business, your priorities and your concerns.

  2. Step 2

    Analyse

    We read the documents and identify the gaps between reality and cover.

  3. Step 3

    Decide

    You receive clear options, with their consequences, so you can decide with full knowledge of the facts.

  4. Step 4

    Support

    We implement and stay at your side for deadlines and claims.

  5. Step 5

    Review

    At regular intervals or with every significant change, we review the whole picture.

Frequently asked questions

Your questions

Do we keep the decision?

Always. We prepare and recommend; the business decides.

What is MAGE Line?

It is the online access provided to our clients to consult their insurance information, with a contact to support the follow-up. Its content depends on the data available for each client.

Should all contracts be grouped together?

It is not essential for good management. What matters is an up-to-date overview.

What if we have missed a deadline?

In principle the contract is renewed according to its conditions. We examine the options that remain and prepare for the next deadline.

Related services

Useful resources

Let’s talk about your business.

A first conversation to understand your situation, with no obligation. Call us or write to us.