Protecting our clients and partners
In line with our core business as a broker, distributor and manager in personal insurance, we foster partnerships based on ethics (integrity, accountability), operational and relational excellence (trust, quality of service), and accessibility of our offerings and services to as many people as possible (inclusion, digital accessibility, respect for individuals).
Delivering an optimal client and partner experience
▪️ Designing offerings tailored to clients’ specific needs
▪️ Optimizing the client experience (proximity, transparency)
▪️ Ensuring the same high standards of advisory services throughout the value chain
▪️ Continuously improving client satisfaction (quality of relationships, services, etc.)
▪️ Optimizing the client experience (proximity, transparency)
▪️ Ensuring the same high standards of advisory services throughout the value chain
▪️ Continuously improving client satisfaction (quality of relationships, services, etc.)
Ensuring ethical practices
▪️ Upholding the highest ethical practice standards (anti-money laundering/anti-corruption, day-to-day business practices, whistleblowing, partner contracts)
▪️ Raising awareness and training our employees and partners to adopt exemplary ethical practices
▪️ Protecting client data through rigorous and compliant management (GDPR, responsible AI)
▪️ Raising awareness and training our employees and partners to adopt exemplary ethical practices
▪️ Protecting client data through rigorous and compliant management (GDPR, responsible AI)
Promoting digital accessibility for all
▪️ Developing inclusive digital tools accessible to all audiences