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Your Insurance Review
TAYLOR LUCAS PARTNERSHIP
With you every step of the way
Insurance Review
Your Insurance Review appointment has been booked. Your first appointment will take place on the telephone and will take approximately 30 minutes. Another appointment may be necessary. This is dependent on your existing arrangements and the level of research that your insurance specialist needs to undertake.
Let’s have a look at what will happen next.
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Your Insurance Specialist will call you at the agreed time to gather further details and discuss your needs. Look out for your SMS confirmation.
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We’ll send you a request to upload your existing insurance policy details if you haven’t already done so. This will give your advisor time before your appointment to assess.
Download our brochure to see what we will cover during our appointment.
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