Company policies
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SMEs and companies for insurance and financial advisors
Prices are quoted in GBP with VAT shown clearly, and the scope is fixed before work starts, so the invoice holds no surprises. For SME clients, company insurance, employee solutions and renewal dates in one place. The owner and employees appear with linked records.
- English and the community languages your customers speak
- GBP, VAT and local levies
- Data protection under UK GDPR
All of an SME’s insurance visible
The company’s liability, property, business interruption and employee insurance are listed with renewal dates; a change (new site, more employees) opens a reminder. If there is a consulting fee or fee agreement, the bill comes from the file.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
UK specifics
Risk assessment and advice responsibility for company insurance belong to the advisor; the system keeps records and deadlines.
Frequently asked questions
Can several companies in one group be managed?
Yes; the group structure is shown through linked records.
Related topics
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Policy management for insurance and financial advisors in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
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Deadlines and reminders for insurance and financial advisors in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
Learn moreFee invoice and Bacs
Fee invoice and Bacs for insurance and financial advisors in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
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