Our Services

With the understanding that insurance can be quite an entanglement, our aim, at LORE WEALTH & FINANCIAL SERVICES, is to be your Broker of Choice.

The functions we perform and professional skills required to effectively serve a client are not always understood. Thus for you to fully understand our role we have detailed the more important duties of a broker, not necessarily in order of priority.

• We represent you – the client
• We gather knowledge of your business, to establish your needs, understanding and requirements.
• We use our knowledge of the Insurance Market in selecting the most suitable Insurer’s and underwriter’s.
• We effectively and efficiently present your risk to the Insurance Market.
• We use our ability to negotiate with Insurers to obtain the best terms available.
• We assist with claims from the first phone call in reporting, liasing with Insurers and service
  providers until settlement and payment.
• We assist with loss prevention measures to mitigate your risk.
• We maintaining regular contact at all levels to monitor service delivery and changing needs.
• Our basic duty is to represent you, our client in a professional manner at all times with our panel of Insurers.