We provide advice to help our clients achieve their management goals.
Our company conducts proper financial planning by leveraging a network of specialists in various fields, such as lawyers and tax accountants, as needed. We analyze the current situation based on various data, including income and expenditure details, assets, liabilities, and insurance contract contents, while considering the customer's lifestyle and economic environment. We think about the customer's life plan from their perspective and provide advice on long-term and comprehensive risk management and asset design, while also supporting the realization of these plans. Please feel free to contact us if you have any requests. 【Reliable Aftercare】 ■ Various changes ⇒ Support for procedures related to changes in contract details ■ Insurance benefit claims ⇒ Support for benefit claim procedures *For details, please contact us.
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【Steps for Insurance Consultation】 1. Consultation - Understanding the customer's information and needs (confirmation of intentions) - Proposing a plan that aligns with the customer's intentions - Explanation of important points regarding the product details 2. Application - Explanation of important points to consider when applying - Final confirmation of the customer's intentions - Completion of the application process and filling out the notification form 3. Decision on Acceptance - Receipt and confirmation of the application documents - Decision on acceptance or conditions 4. Establishment of Contract - Payment of the first insurance premium (or credit card review) - Sending of the insurance policy *For details, please contact us.
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As a specialist in insurtech, our company uses insurance management systems to continuously support our customers from contract signing to aftercare, delivering the value of insurance. As a "lifetime partner for our customers," we provide appropriate insurance proposals and strive to deliver the true value of insurance through diligent aftercare, contributing to our customers' risk management and asset management. Please feel free to contact us if you have any requests.
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