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Discover our approach and results in different client cases
Client Ref.: 238.549
Client and project challenges
For a non-governmental organization dedicated to the prevention of childhood obesity. It has professionals specialized in various fields such as physical education and nutrition, its message is based on four fundamental pillars: healthy eating, physical activity, duration and quality of rest and emotional well-being.
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–> They are currently based in Spain and the United States and promote their activities both in their offices with the organization of courses and workshops and through various events throughout the country.
Our work and approach
When we met the client they had diversified contracts with several companies and did not know the value of having a broker to take care of their program so the first thing we did was to explain to them what the work of an insurance broker consists of.
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–> We started by reviewing and proposing improvements in the policies they already had contracted, the property policies by reviewing coverages and capitals of offices and liability and personal accident policies.
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–> We suggested new products that we consider essential, such as the D&O policy that protects the personal assets of the company’s decision makers, and we placed special emphasis on the coverage of volunteers, an essential driver for this type of client
Results
We manage an annual renewable insurance program of 3 contracts, in addition to the temporary ones that are contracted each year for the different events that are held in various Spanish cities for children and their families.
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–> The client’s perspective has changed radically and has gone from feeling the administrative burden of always having to be aware of their expirations, to us moving forward and taking care of their renewals, gaining in personal and human treatment.
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–> With the client’s satisfaction we gained their trust, which made the Director of the foundation ask us to also review their personal insurances to be managed by Ferrer&Ojeda.

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