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How to get insurance for the first time

2 min read

If you have never arranged insurance before, it might feel like a big task. At Webber Insurance, we make it as simple as possible by guiding you through each step and answering your questions along the way.

Here is how the process works.

Identify what you need #

The first step is to work out what insurance you need. This depends on:

  • What you are trying to protect, such as your business, services, advice or property
  • Any contract, licence or regulatory requirements you need to meet

If you are unsure about this, please speak with our team first. We will help you identify what is required for your situation.

Complete a proposal form #

Once you know what type of cover is needed, we will ask you to complete a proposal form. This is typically an online electronic form that is quick and easy to complete. It provides us with the necessary information to approach insurers on your behalf.

Review your quotes #

We will send you quotes to review. You can ask us any questions or request changes if needed. We will ensure that you understand what is covered and help you choose the option that best suits you.

Confirm your cover #

If you are satisfied with the quote and no changes are required, you can confirm with us that you would like to proceed. We will then arrange for the necessary documents to initiate your insurance policy.

Make payment #

Your insurance can be paid annually or monthly via premium funding, depending on your preference. Once payment has been confirmed, we will send you a certificate of currency. This is the document that proves your cover is in place and is often required for contracts, licences or tenders.

Ongoing support #

At every stage of this process, you can speak with us. We are here to answer questions, explain the details, and ensure you are comfortable with the cover you are arranging.

If you would like to get started or have questions about any part of this process, contact our team. We are here to help.