Clients buy what they bought last year. A structured risk assessment shows them exposure they had not considered, which is a much better conversation than a renewal quote.
What's Included
- A question set per business type that you write and maintain.
- A score and a plain-language result not a number on its own.
- The result linked to cover so the next step is obvious.
- An assistant that explains the exposure without alarming.
How To Use
- Ask about the business, not about insurance products.
- Explain each result in plain language. A score alone persuades nobody.
- Link every finding to a specific cover or a specific action.
- Record it. It is evidence you raised the exposure.
Follow it with gap analysis, and use it in the annual review.