How do we help our customers?
Discover our approach and results in different client cases
Client Ref.: 46.587
Client and project challenges
Family business created in 1983 specialized in high quality artisan products of bread, pastries and cakes. The group has four establishments in the city of Barcelona, as well as offices located in the Ensancha and Sarria-Sant Gervasi areas, and also has a bakery to supply products to its retail and tasting establishments. It also has a HORECA channel for these sectors.
<!– wpml:html_fragment –> The client had all his insurances through another broker and our challenge was to gain his trust and get him to give us the mandate to manage all his insurance program.
<!– wpml:hpml_fragment –> First we made our service proposal and got it accepted by the client because we were able to give him security, tranquility and confidence based on our expertise.
<!– wpml:html_fragment –> The next step was, with the help of the technical department, to review and analyze their main insurance contracts of General Liability and Property Damage Policy to not only see that they met the client’s expectations but also that the underwriting was correct.
<!– wpml:html_fragment –> The client had all his insurances through another broker and our challenge was to gain his trust and get him to give us the mandate to manage all his insurance program.
<!– wpml:hpml_fragment –> First we made our service proposal and got it accepted by the client because we were able to give him security, tranquility and confidence based on our expertise.
<!– wpml:html_fragment –> The next step was, with the help of the technical department, to review and analyze their main insurance contracts of General Liability and Property Damage Policy to not only see that they met the client’s expectations but also that the underwriting was correct.
Our work and approach
In April 2014 we began a review of contracts and proceeded to request conditions from the insurance market, reaching the conclusion that the insurers in force at that time responded to the client’s needs, recommending an update of the insured amounts according to an appraisal previously carried out for that purpose.
Result
To date, the client continues to maintain his confidence in Ferrer&Ojeda and we have also advised him in the program of his private insurance whose management also finally granted us with the passage of time.
<!– wpml:html_fragment –> Annually all their contracts are reviewed, with special emphasis on the Property Damage as it is the most problematic due to the casuistry of claims that occur in their establishments; this has not led to have to recommend the inclusion of some franchise and also the change of insurer.
<!– wpml:html_fragment –> Increased limits were also recommended in their General Liability policy, which were accepted by the client.
<!– wpml:html_fragment –> Annually all their contracts are reviewed, with special emphasis on the Property Damage as it is the most problematic due to the casuistry of claims that occur in their establishments; this has not led to have to recommend the inclusion of some franchise and also the change of insurer.
<!– wpml:html_fragment –> Increased limits were also recommended in their General Liability policy, which were accepted by the client.
How can we help you?
Contact us or find an office near you.