Policy audit

Check if you are well protected

Insurance accompanies us at various stages of our lives – we often take it out at a specific moment, e.g. when we take out a loan, go abroad, start a family, or welcome a child into the world. Over the years, our personal and professional situations change: new priorities, new commitments, and sometimes new risks arise, while our policies remain unchanged.

As a result, it may turn out that:

• the coverage is insufficient – e.g., the sum insured set several years ago would not be enough to provide real help today,

• the policy does not meet current needs – because it was created in a different life context,

• we are paying for something we no longer need, instead of strengthening security where it really matters.

That is why, in cooperation with our partner Unilink – the largest insurance multi-agency in Poland – we offer the possibility of a policy audit. This is a safe space to talk to an advisor, which is not aimed at selling, but at providing an informed analysis of your situation.

During the audit:

• The advisor will analyze your current situation – both family and financial,

• check whether your policies are adequate for the risks that may affect you and your loved ones,

• and together you will discuss the solutions that are worth keeping and those that can be changed or supplemented to make them truly effective.
  

A policy audit does not require you to make any decisions right away – it is more of a moment to pause and take a step back to look at something that we usually put off until later. It gives you peace of mind, because you know that the protection you have really works to your advantage and, if necessary, will ensure the safety of you and your loved ones.