Consulting and tailored assistance for our Clients

One of 3 Capital's strengths is the service dedicated to insurance or financial advice.

Starting from a preliminary needs analysis to highlight every single necessity of the client, we take into consideration and evaluate each insurance company, and identify the best solution among the single offers that best meets those needs.

During the day-to-day management, moreover, we take care of every contract, and we monitor and assist clients in case of additional payments, partial or total surrender, change of asset manager and/or the custodian bank.

Regarding insurance consultancy for companies and individuals, however, our clients can count on professionals able to offer a complete, structured and highly personalised services, completely free of charge.

Consulting activities range from the analysis of the client's insurance portfolio (for a better risk management, to avoid property damage in case of accident), to the analysis of potential uninsured risk ranges (both for lack of given guarantees and for lack of coverage), and to the direct assistance to the client during the drafting of the insurance contracts.

During the planning and consultancy activities, consultants will always keep their clients updated on any legislative changes that may create business risks, or introduce variations that could affect the policies, while identifying the most suitable solutions.