The everyday tools of portfolio order – every item is readable and copyable directly on the page, no download or registration needed. If a case stalls: feel free to get in touch.
A contract list with ready-made fields: what's active, with whom, until when, for how much – the whole order is built on this one table.
Open →An annual calendar of expiries and cancellation windows – so that no deadline slips by silently.
Open →A risk-vs-contract matrix: what protects what, and where the gap or overlap is – with a worked example.
Open →What's worth preparing for competitive tendering – roughly half an hour for a smaller portfolio, more for a larger one; you provide the data once, and completing the insurer-specific data sheets from there is down to the broker.
Open →What to do in the first 48 hours of a claim – the notification deadline is always set by your own policy wording (typically immediately, within the short deadline set out in the policy terms), so check it in your policy; burglary and fire claims also require notifying the authorities.
Open →A 20-minute loss-prevention walkthrough: fire, water, burglary, data – a list of the most common weak points.
Open →What to bring to the portfolio review: policies, key numbers, plans – five minutes of preparation for a more effective 20 minutes.
Open →The ten most common myths about business insurance – including the business-interruption myth – and what's true instead.
Open →The vocabulary of business insurance – with clear, one-sentence explanations.
Open →The terms that make every quote and policy wording easier to understand.
Open →Trilingual specialist vocabulary for companies working with international partners.
Open →The completed form can be sent back by e-mail: info@tukacs.com. The templates and checklists deliberately live in HTML: copy them into your own spreadsheet or document, and tailor them to your company.
Free of charge and without obligation: I review what you have, and where there might be a gap or overlap – the decision is always yours.