Latest Articles

Report the claim to your insurerIn the event of burglary and except in cases of force majeure, you must report the loss to your insurer within the time limit provided for in the general conditions of the contract. The deadline is generally set at 48 hours (2 working days). The…

A CRM that includes financial planning tools is a relevant move that financial advisors should make in order to develop a more efficient and interconnected workflow. With such systems in concert, the process of data entry into the system becomes smoother, thereby eliminating the need for manual entries, and the…