Inspection of insurance portfolio

The value in checking an insurance portfolio - reduction of insurance costs, by concentrating the policies and coverages in one place, in order to get the best prices and conditions, which is possible especially when all the policies are concentrated in the same place.

An insurance portfolio refers to the total number of policies and coverages that a person or business holds - and includes policies for different types of coverage such as life insurance, health insurance, ancillary health insurances such as serious illnesses, personal accidents, and also elementary insurances for property (car, apartment, apartment contents, etc.).

Reviewing and updating your insurance portfolio is essential to ensure adequate coverage for your needs.

It is important to note that our insurance needs may change over time due to changes in the personal, family or financial situation. Through a regular evaluation of the insurance portfolio, it is possible to identify all gaps in coverage and make necessary adjustments, in order to protect yourself or the business.

Well, when looking at saving on insurance costs, it is recommended to take a long-term view - savings of tens of shekels in different policies, over the years, can reach thousands of shekels. Critical illness insurance, life insurance, mortgage life insurance and more.

Inspection of an insurance portfolio by the agents of the National Collective will help you not only to find opportunities to save on the cost of any policy, but also of course to verify and handle a situation of double insurance, but also to find discounts that have ended and check how they can be renewed, to find new coverages that have entered the policy, but not exist in your old policy and more . Here you should consult with our insurance agents.

Doubling insurances not only causes double costs and unnecessary expenses of hundreds and thousands of shekels every year (!), but at the moment of truth also leads to confusion and complexity when filing claims.

Insurance companies can detect when multiple insurance policies cover the same event and can delay processing the claim.

When it comes to assessing the insurance portfolio, there is no better tool than the Insurance Wheel, which gives you a clear visual view of your insurance portfolio.

The Mount Insurance website shows all of your insurances, the costs and the insurance companies. Connecting the representatives of the insurance companies, who work in cooperation with the insurance agents of the national collective, will allow you to get insights and possibilities for discounting the entire case. It is recommended to connect to the site through the representatives of the insurance companies and the agents of the national collective, who will provide correct offers through transparency and integrity.