Red Deer Insurance Broker writes:
When it comes to your insurance, what does portfolio management mean?
There’s a lot to balance when it comes to finding the best insurance solution for your needs. Making your broker your financial partner is the best way to analyze current and potential risk, and use insurance effectively to protect your assets like property, business income, automobiles, and personal toys like boats, ATVs, vacation trailers etc. We aim to understand our clients and their priorities to offer them the best insurance.
There are major benefits to putting all of your insurance needs under one roof and allowing your broker to manage your full insurance portfolio. Such as, customized solutions that enable your broker to present a business case to insurance companies – this means no missing discounts, and more importantly continuity in the event of a claim. This holistic approach provides you with appropriate coverage for your insurance portfolio, and an overall better product for your premium dollars now and in the event of a claim.