Is your advice covered?
As an advisor or financial player, your most important currency is trust – but your greatest asset is your knowledge. Whether you are an accountant, bookkeeper or investment manager, a single mistake in your advice can lead to major financial losses for your clients. Data from the Leaf platform shows that up to 80% of advisory businesses are incorrectly insured, often because their professional indemnity insurance does not keep pace with their specific client types or the applicable legislation.
How the Leaf platform secures your advisory business
The advisory industry is subject to strict requirements, and many insurance companies completely opt out of certain financial activities. Our platform acts as your filter and your security guarantee.
Correct protection against liability claims
Financial institutions and certain advisors are subject to the Danish Financial Business Act. The Leaf platform automatically checks whether your insurance policies meet the statutory requirements – and at the same time scans your terms for activity exclusions, ensuring no vital parts of your business are left out
Expert assistance in claim cases
Liability cases are rare, but heavy when they arise. A customer may have suffered a loss without you having done anything wrong, and this is exactly where it matters to have the right insurance and the right people backing you up. Leaf follows you all the way from the first dialogue to final payout.
Credit and Liquidity Management
Are you facing credit risk with debtors or business partners? The platform helps you set up credit insurance tailored to your customer types and company size, ensuring your liquidity is not compromised by customer losses.
Correct liability coverage at an optimised price
With Leaf, you get an insurance solution that is just as precise as your own advice. Our users in the consulting industry typically experience:
30% savings on insurance: By tailoring coverage, ensuring the correct activity definitions and risk profile, and ensuring that the insurances are placed with the best partners
50% more claims covered: We remove the doubt about when an insurance policy should cover and help you make the right choice
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