7 Steps to Your Ideal Insurance Cover 

 

Step 1: Getting to Know Each Other & Your First Meeting

 

 

Simply arrange an appointment with us for an initial meeting. We can either go into detail straight away or just talk things through in general terms, whichever you prefer. You're also welcome to email us the most important information beforehand. 

 

 

Step 2: Obtaining Your Policy Details with a Letter of Authority

 

 

We'll send you a letter of authority (dt. Auskunftsvollmacht), which you can sign directly on your phone. All you then need to do is tell us the names of the insurance companies we should contact for your policy details.

 

 

Step 3: Compiling Your Complete Policy Overview in Our Database (Online Access & wefox App)

 

 

You'll receive a digital overview of every policy we have received information about. You can also access it in the wefox app on your smartphone or tablet. The insurance companies continuously update all the policies we manage for you, so you can always see the latest details.

 

 

Step 4: Strategically Reviewing All Your Documents

 

 

In an in-person meeting or online via Teams, we'll go through all your documents and our analysis together. For this, your personal circumstances are very important. You'll get a professional overview, so that you can decide with confidence what you want and what you don't.

 

 

Step 5: Creating Your Needs and Risk Analysis, Including Your Cover Plan

 

 

Once we've answered all your questions and know about your preferences, we'll draw up an individual plan, tailored to your wishes, together with you. The same insurance cover for less money, or more cover for the same money: the choice is yours!

 

 

Step 6: Implementing the Changes

 

 

We'll implement all the changes for you and check your policies as well as any new contracts for their accuracy and completeness. You'll also receive regular status reports on your policies so that you can keep a clear overview in the future.

 

 

Step 7: Ongoing Support & Service

 

 

Whatever happens, you can always get in touch with us. You don't have to negotiate with your insurer yourself; we'll do that for you.

 

If you wish for us to do so, we can also draw on our network of professional craft businesses, mechanics and garages. They have experience in billing insurance companies and will document your claim in a professional and comprehensive way as well as prepare it for your insurer.