The aim of our work is to provide a comprehensive service to the fleet customer, from the presentation of the quotation to the conclusion of the insurance, the financial settlement and the renewal of the insurance.
Our Department employs experienced people, with many years of experience, who provide support and assistance at every stage of their activities.
We cooperate with the key Insurance Companies on our market. The jointly developed standards of cooperation and service translate into our joint development.
Currently, we have approximately 140 vehicle fleets in our service.
Our service is based on our IT system, which has been specially developed for car fleets. Thanks to this system, the customer has access to his fleet data at any place and at any time, while advanced solutions allow for the efficient exchange of data.
Our main fleet customer service tasks include:
1 - Ongoing handling of vehicles presented for insurance.
- Completion of data for the conclusion of insurance contracts on the basis of information received from the Customer or Broker, and issuing of relevant documents, both for newly registered vehicles and those entering the service as used. All requests are handled on an ongoing basis, in accordance with the procedures agreed with the Client,
The customer receives from us:
- Proof of liability,
- Insurance policy,
- Advice/payment note,
- Notification of concluded insurances to the TU according to the agreed format and specified deadlines,
- Receipt from the customer, possible soft collection of the premium and settlement with the TU of the insurance premium received.
2 - After-sales service.
- Annexes updating the Customer's/vehicle's details, e.g. after the vehicle has been re-registered due to the purchase of an object from leasing, the need to replace the number plates, etc.
- Issuing duplicate proofs of third party insurance,
- Issuing a Green Card certificate in case it is necessary to extend the scope of the third party liability insurance,
- Extension of territorial scope of Auto Casco insurance, e.g. scope of cover to include the risk of theft of the vehicle and its parts, on the territory of Belarus, Moldova, Russia and Ukraine,
- Extension of the Assistance insurance variant according to the customer's needs,
- Withdrawal of the vehicle from the fleet in case of sale of the vehicle, transfer of ownership, return of the vehicle for lease, deregistration of the vehicle, and informing TU of this fact.
3 - Monitoring expiry of the period of cover, policy renewals, vehicle valuations.
- Conducting telephone calls and correspondence for insurance monitoring.
- Making changes to insurance contracts in accordance with the client's instructions, administering the client database in order to control the renewal dates of insurance contracts and notification by correspondence or telephone contact,
- Preparation of vehicle valuations in the Eurotax expert system,
- Insurance renewals on the basis of arrangements with the customer.
4 - Settlements.
- Monitoring of insurance premiums not paid on time and initial collection action by contacting the customer and reminding them of the arrears,
- Receipt of payments to the Agency's dedicated account,
- Sending reports with settlement of premiums collected from the Client to the Insurance Company,
- Contacting the client and TU to clarify any financial discrepancies that may arise,
- Settlement of commission on the premium collected.
5 - Reports.
- Loading of the production report into the Insurance Company's system as agreed, in the preferred file format,
- Sending insurance documentation, premium and commission statements, reports and reports to the Insurance Company as agreed,
- Ordering of necessary insurance forms and documents,
- Sales reporting.
