The Keyman
workflow process

 

We won’t just provide you
with insurance, we’ll become
a partner as well – making
sure you’re always protected
and informed.

Discovery
We start with a blank sheet of paper, asks questions and learn about our client’s situation including their assets, liabilities, objectives, shareholding structure and goals.
Analysis
In this phase we matching the information provided with the risk level of your business and situation. We then focus on the detail of your requirements to accertain the best solution for you in the short and long term.
Recommendation
Here we provide a list of the best value solutions for your situation along with a specific recommendation from Graham on which fits best with your needs.
Review and Relationships
We keep you informed ongoing in any changes to policy, procedure, as well as updates on the industry and things you need to be aware of.