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Ascertain, by active consultation, your individual needs, preferences and circumstances so that we fully understand your requirements before making any recommendation |
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Communicate with you in a transparent and respectful manner and provide you with clear, timely supporting documentation and information about the products and service we offer, including fees and charges |
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provide an objective assessment of suitability when we recommend a policy |
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not recommend a health insurance policy if we can’t find one we consider suitable for your needs |
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encourage you to ask if there’s something you don’t understand |
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give you access to our formal complaints procedure should you become unhappy with our service |
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ensure that there are no surprises and that your policy ‘delivers’ what is promises to at the point of claim |
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ensure that we will ‘put something right, if we get something wrong’ |
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provide our staff with continuous training to ensure they have the skills and knowledge to be effective in their roles |