Individuals
Estate
Services
Created in August 2014 by a dynamic and professional team, Argos Patrimoine has a certain know-how after more than 20 years working with major insurance brokerage and wealth management groups. Today, our experience enables us to have an overview of the market in order to propose optimal solutions for our principals. Our infrastructure enables us to stay close to you, so that we can listen to your every need. We value quality over quantity, and want you to be satisfied with our work.
After an individual analysis of present and future risks, we draw up a detailed plan of the insurance you need, and explain the coverage available in the event of a claim. We work with total transparency, and can justify the premium for each insurance contract. And when we present our analyses, you always have the final choice between the proposed insurance companies.
Independent advice
defending your interests
Our services and our commitment:
- We are committed to providing you with a high-quality wealth management advisory service, with insurance policies tailored to your specific situation.
- Active administrative work on your insurance policies, handling changes, updates, renewals, contract documentation, calls for tender and checks at every stage.
- Claims and benefits management to ensure a rapid process in line with your requirements.
- Payments are also checked before being sent for settlement. What’s more, we can be contacted at any time to provide you with additional support in the event of a claim, so that you can make the right decisions straight away.
Advice, assistance and information
- Accident insurance for domestic staff: daily allowance / treatment costs.
- Life insurance: linked (3a) and unlinked (3b) covering savings and the risks of death and disability.
- Travel cancellation insurance, repatriation costs, breakdown assistance.
- Private liability insurance covering bodily injury and property damage caused to third parties (animal keeper, head of household).
- Building liability insurance.
- Private legal protection, property and traffic insurance.
- Household insurance: determining the sum insured / security advice.
- Valuables insurance: jewelry, art, musical instruments, valuable furniture (appraisal).
- Building insurance: architects assess the value of your property.
- Vehicle insurance: depending on the age and price of your vehicle, we can offer you a range of cover options.
- Circuit vehicle insurance.
- Boat insurance.
Administration and claims
- Constant, proactive claims management, handling of correspondence.
- Setting up and adapting policies.
- Checking insurance policies and premium statements.
- Management of annual declarations.
- Follow-up of due dates, claims files and reminders.
- Support and assistance with claims / Compensation control.
- Online claim form for all lines of business.