EXISTING CLIENT EXAMPLE

We made a direct approach to this client who are a growing PLC business in the North West and London and have been awarded several accreditations including the Sunday Times Top 100 companies award. The clients existing broker was a member of a ”large broking network” and had held the client's business for several years. The motor fleet policy consisted primarily of private cars which also included high performance vehicles with young drivers.

We identified a fleet market not used by the existing broker and agreed to work with the particular Insurer in an effort to acquire the business. Having agreed flexible terms in respect of driving restrictions we negotiated a flat rate per vehicle including the high performance cars and presented our terms to the client.

We were appointed as brokers to the client’s motor fleet policy and have since arranged further policies for the client. In addition to this the client has since opened franchised offices in several other areas of the UK and Delta have arranged covers for the franchised companies.

The clients motor fleet has doubled in size since our appointment and continues to grow at a rapid pace. By conducting periodic market reviews we will ensure the clients costs are kept to a minimum as they continue to expand.

NEW BUSINESS CASE STUDY

We were contacted by this particular client following a recommendation from an existing DCR customer. The company are commercial vehicle body builders and fabricators and had recently been unfortunate enough to suffer a substantial customer bad debt.

Following this the client then sustained three large burglaries at their premises leading to immediate cash-flow problems and a decision by the management to place the company into administration, a decision not taken lightly as the company had been trading since 1936.

A buyer was quickly found due to the company’s previous good history but it appeared that the clients broker (one of the UK’s largest) and Insurer were not as keen to resume relations. A letter was sent to the client by their broker advising that no cover was in force - effectively leaving them without essential insurance cover to continue trading.

in spite of the recent burglaries, administration and the previous Insurers declining cover, within 36 hours we had obtained exclusive alternative terms with a major Insurer subject to risk survey and were instructed as the company’s broker. (Competitor: Top five UK broker)