Consultants: Marketing Consultant Insurance

Case Study

“Jason helped me work out what insurance I didn’t need so I was able to safely dispense with policies that had no benefit for me.”
Tu-Linh Ngo

Director, Red Ketchup Limited

Tu-Linh is a design and brand expert and had previous experience in TV commercials. The contracts had evolved and Tu-Linh wanted to ensure she had covered the key risks yet also wanted to dispense with any cover that did not provide a benefit.

Tu-Linh was concerned about clients requirements with the contracts she undertook and covering the income and reputation of her business.

We undertook a healthcheck and Tu-Linh is now reassured that she has what she needs and nothing else.

“Thank you for your highly efficient and cost effective management of my professional indemnity insurance set up. I want to particularly thank you for the speed at which you set this up for me. It can’t be that often that you get a call saying ‘Jason, I have to have some insurance that I don’t want for a public sector project I am pitching for, can you set it up by tomorrow’!
Thanks in the extreme for your management of the whole process, from the initial sensible advice you gave me over the telephone, to the smooth arrangement of the policy itself, including your patience in working through the documentation requirements with me – a nightmare in itself. I still can’t believe you did it so quickly and that it was so relatively painless. And, by the way, I got the contract, thanks in no small part to you as without that insurance in place I would have been disqualified from the pitch.”
Pam Vick

Caspia Consultancy

Pam is a Marketing Consultant and a public sector project had an insurance requirement on the tender document. Pam wanted to make sure she got cover quickly yet it had to protect the business if the client ended up unhappy with the results. Not that Pam makes mistakes, her track record is impeccable. Yet the contract requirement is the price of diong business with large organisations.

Nevertheless, Pam needed a policy that worked for her when applying and undertaking the contract. We knew exactly where to go to get a quick turnaround and Pam got the contract. A great result for Pam, us and the Public Sector!

The coverage arranged included professional indemnity, including legal defence costs following allegations of mistakes, payment of own and sub-contractors invoices following innocent mistakes and clients refusing to pay, compensation awarded to third parties that suffer a financial loss, contract disputes and legal expenses.