Hey, I'm Jack. Let's get you a professional indemnity quote! Once we’re under way we can tailor your policy with other types of cover, too. You know my name, what's yours?
Hi Jack, nice to meet you! I’m
Hi, Freelancer Person. Nice to meet you! Tell me a bit about your business?
Sure! My business is called
And it’s registered as a
That name’s A1. OK, tell me a bit more about what your company does. What industry do you work in?
Gladly! I mostly work in
That sounds fun! Do you do anything else for your clients, or are you simply focused on your primary trade?
I also do a bit of
Oh nice, you're multi-talented! Roughly what portion of your work do you spend doing your primary trade?
I’d say my primary trade makes up about 50% of my work.
Do you know how much cover you'd like for professional indemnity? If not, we've written a blog post that might help.
Yep, I know how much cover I need.
Thanks! OK, this is a bit personal: how much money do you expect to make this year? If you’re just starting out, you can simply put an estimate.
My estimated turnover for this year is:
Making it rain! 💵 Now, would you like some additional cover? We offer public liability and contents insurance. And if there’s any other type of cover you need, we can sort that out when we’ve sent you your quote.
OK, how much public liability cover would you like?
I’d like to be covered for:
Thanks. At what address would you like us to insure your work equipment? This could be an office, home office or an address you usually work from. You can add another address later, and you can choose how much cover you want when you’re out and about.
Insure me at:
I heard that place is lovely. Do you want to add another address to your policy or just this one?
Okay, we can do that. What other address would you like us to insure your work equipment at?
Also insure my contents at:
For how much would you like to insure your computers, tablets and phones when you’re working there?
I reckon the computers, tablets and phones I use there would cost:
For how much would you like to insure your other work tools when you’re there?
The other equipment I use there is worth:
I understand you’ll want to take your gear with you when you work away from the office. For how much would you like to insure your computers, tablets and phones when they’re away from the place where you normally work?
The computers, tablets and phones I take with me are worth:
And for how much would you like to insure your other work tools when you take them along?
When I’m travelling, I’d like my other gear to be covered for:
Almost done now. 🙌 Just one more thing: how would you like us to get back to you?
My email is:
And my phone number is:
Please contact me by
Perfect! That’s all I need right now. By the way, your work sounds really interesting — we’d love to follow you on Twitter and see the amazing projects you’re working on.
Okey doke! My twitter is:
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