Case studies provide Real Life examples of our Service
Private Client, existing Romero Corporate Customer
Private Clients Division
The client who has been a Romero Corporate Client for several years requested a free review of their personal Insurance portfolio.
Romero Private Clients reviewed all his insurance covers and made savings on the Travel and Motor covers.
We arranged an insurer to survey the clients home as we thought he was grossly underinsured in respect of his buildings and contents. The surveyor confirmed our thoughts and we provided a quotation on a revised contents sum insured and even managed to negotiate an unlimited sum insured in respect of buildings so the client would never have to worry about the adequacy of his buildings sum insured again.
This account was secured from a well known ‘direct’ insurance company.
Building Contractor, Nationwide (Head office in Yorkshire)
Romero Claims Service wins a major account from International Insurance Broker!
The client had been with one of the world’s largest insurance brokers for several years but felt service had been slipping especially claims service. Being a major main contractor, the client had several outstanding claims which were having negative impact on their premium spend.
Rather than approach the Market with a grossly over-estimated claims experience, Romeros put together an action plan to help the company get control of their outstanding claims and ultimately Romero Insurance Brokers were appointed as their insurance advisor 3 months before renewal.
Our claims director then made several visits to the client and as a result we managed to close several historical claims and reduce outstanding estimates resulting in a 22% saving in premiums.
We now provide the client with quarterly claim visits and regular updates to ensure complete control over claims.
Independent School, Estate Managers, Equestrian Centre & Leisure Facilities, Midlands
The client requested a confidential review to measure their broker as they had not reviewed brokers in a number of years, they were happy with their current service levels and had a strong longstanding relationship.
We undertook a full review of their Insurance Programme and identified several areas for concern including gross under insurance. We provided two proposals for the School.
Firstly, we provided on a like for like basis, secondly incorporating our recommendations such as increasing sums insured and additional cover. Both proposals were competitive against the previous years premiums.
The client opted to take the increased levels of cover and we were appointed successfully securing the account from a large national broker.
Retailer with over 300 stores, Nationwide
Risk Management Division
This client selected Romeros to review their insurance requirements along with other larger insurance brokers and their business was held by a national insurance broker.