What it is
The proposal should reflect professional services, client money, employees, offices, cyber exposure, contractual duties and the liabilities arising from property agency or management work.
IN CONTEXT
Propertymark Members, considered clearly
Begin with the circumstances, the outcome being sought and the information an insurance professional would need to understand. A clear starting point creates a more useful conversation.
THE DETAIL
Understanding comes first
Relevant details may include activities, people, assets, locations, contractual responsibilities, prior incidents, existing arrangements, territory and timescale. What matters will depend on the enquiry.
THE ROUTE
A considered introduction
DIBNI acts as an introducer. We review the information supplied and, where appropriate, connect the enquiry with an insurance professional who can explain their role, regulatory status and any service they may provide.