What information to gather before asking for advice

A first conversation with a broker is more useful when it starts from concrete information. You do not need to have everything ready, but a few elements help a great deal.

For businesses and professionals

• a short description of the activity, the sector and the main clients
• approximate turnover and number of people involved
• premises, equipment and vehicles used
• contracts or tenders that require specific covers
• policies currently in force and recent claims

For individuals and families

• the home you live in, whether owned or rented, and any other property
• the people who depend on you
• covers you already have, including those linked to your job, a loan or a bank account
• events that worry you most

What you would like to achieve

Finally, think about what you expect from the conversation: a general check, a specific need, a renewal coming up, a new project. Saying it clearly at the start helps to use the time well.

If some information is missing, that is fine: part of the work is precisely to understand together what needs to be checked.