11 Step Process - Globex International Group

11 Step Process

processThe 11 Step Process offered by Globex is designed to give clients the custom, personalized attention they need and deserve, and also to aid our team members meet the Globex standards of excellence. Read how we have created a structure that guarantees the best services and products, consistently, globally.

1. Local Risk / Benefits Assessments

  • Visit to local facility
  • Interview with local management
  • Site survey
  • Exposure analysis, including census
  • Review of local policies and local service providers
    > Accurate values and demographics determined
    > Identification of exposures, any liabilities and health needs
    > Appreciation of local servicing needs

2. Country Report Compiled

Includes:

  • Risk / Benefits Assessment Questionnaire
  • Local policy review
  • Loss experience
  • Country profile, including Social Security information.
  • Observations/recommendations from a global as well as local perspective
  • Program alternatives

3. Design of Customer Driven Insurance Solution

  • Global / local placements tailored to meet client’s specific needs
  • Servicing standards agreed

4. Selection of Service Providers

  • Markets
  • Brokers
  • Others as required

5. Client meeting to review conceptual solutions

6. Marketing of agreed program(s)

7. Review of market responses and proposal to client

8. Acceptance / Inception / Implementation

9. Service Bulletin / Communication Kits drafted and distributed to overseas brokers

10. International Procedures Manual and/or Contracts distributed to all parties (Markets, Brokers and Client)

11. Management and Maintenance of program