Callowmere Brokers: Cover for Pickering Lane Espresso
Insurance broker presentation with cover compared in a table
An insurance broker presentation has to show a business owner what could actually go wrong in their business, how three insurers would respond on cover, excess and price, and why the recommendation is not simply the cheapest quote. Callowmere Brokers, an invented Brisbane broker, presents a renewal package to the owner of Pickering Lane Espresso, an invented cafe, in nine slides with the broker fee shown.
Every slide, in order
The whole deck as it renders, one slide after another. Read it the way the audience would.
The structure
What each slide is doing, so you can reuse the order even with different content.
- Slide 1cover
- One word for what the owner is buying, with the cafe named, so the deck opens on her business rather than the broker.
- Slide 2pillars
- The cafe as the broker found it, in four facts, so every recommendation can be traced back to the business.
- Slide 3checklist
- The exposures found in the review, each with what it would cost, so the cover that follows answers named risks.
- Slide 4comparison
- Three insurers side by side on cover, excess and premium, the slide the owner will actually decide from.
- Slide 5comparison
- Why the cheapest quote is not the recommendation, as a head to head between Insurer C and Insurer A.
- Slide 6pricing
- The recommended package and its total cost including the broker fee, stated once and plainly.
- Slide 7process
- What happens when something goes wrong, step by step, because the claim is when a broker earns the fee.
- Slide 8metrics
- Claims handled and client numbers at a glance, so the broker's claims record is shown rather than claimed.
- Slide 9closing
- Names the date cover must be bound by and how to accept.
Slide by slide
Slide one names the cafe and the review. Slide two records the business as found: takings, equipment, staff and the current policy. Slide three lists five exposures with their cost. Slide four compares three quotes line by line. Slide five explains, head to head, why the cheapest quote fails the lease clause and halves the interruption cover. Slide six is the recommendation and the total cost. Slide seven is the claims process in five steps. Slide eight is the broker's claims record: 412 claims lodged and a median of 18 days to settlement. Slide nine gives the date cover must be bound by.
How to adapt this deck
A trade business should swap machinery breakdown and spoilage for tools in transit and contract works, and add professional indemnity if it gives design advice. A business with a fleet should add a motor slide rather than fitting vehicles into the package table, because fleet cover is usually quoted separately. A renewal where the client has made a claim this year should open with what that claim paid and what the insurer changed at renewal, since the owner will be thinking about nothing else.
What a business owner is told to check
The Australian government's business.gov.au guidance explains that business interruption insurance pays ongoing costs when an insured event, such as a fire, interrupts the business, and that public liability covers injury or property damage caused by the business's negligence. It advises owners to talk to a licensed broker and to check a broker's licence on the professional register kept by ASIC. The National Insurance Brokers Association represents brokers in Australia. Workers compensation is arranged through the state scheme, so it sits outside a package like this one and needs its own conversation.
What makes this deck work
Exposures come before quotes
Slide three prices five things that could go wrong, from a three day espresso machine repair costing about 4,500 dollars in takings to a refit outlasting six months of interruption cover. By the time the quotes appear, the owner already knows which lines matter.
One table, seven lines
Slide four sets three insurers against each other on contents, interruption, liability, machinery breakdown, spoilage, excess and premium, with a column saying why each line matters. Insurer C is 610 dollars cheaper, and the table shows exactly what that saving gives up.
The fee is on the slide
Slide six adds a 250 dollar broker fee to the 3,590 dollar premium for a total of 3,840 dollars, or twelve payments of 320. Showing the fee beside the cover it buys removes the question an owner is usually too polite to ask.
Questions people ask
What should an insurance broker include in a client presentation?
The business as you found it, the exposures you identified and what each could cost, a comparison of quotes on the same lines of cover, your recommendation and why, the total cost including any fee, how a claim works and your record of handling claims. This example does it in nine slides.
How do I compare insurance quotes on a slide?
Use a table with one row per line of cover and one column per insurer, keeping sums insured, excesses and premiums in the same units. Add a final column explaining why each line matters to this client, so the owner reads the table as decisions rather than numbers.
Should I name the insurers in the presentation?
Many brokers do, and the full quote documents always will. Some prefer letters on the slide so the conversation stays on cover rather than brand. This example uses letters and says in the caption that the insurers are named in the quote documents.
How do I explain why the cheapest quote is not the best?
Put the cheapest and the recommended quote side by side on the points where they differ, with the dollar saving stated first. If the cheaper cover would fail a lease clause or halve interruption cover, the owner can see the trade for themselves.
Should a broker fee appear in the deck?
Yes. Show the premium, the fee and the total separately, and say how the client can pay. Clients compare the total with what they paid last year, and a fee they discover on the invoice damages trust far more than one shown upfront.
Can I send the comparison as an editable file?
On paid plans the editable PPTX export keeps the comparison table as a native PowerPoint table, so a client or colleague can change a figure. The PDF export, free on every plan, suits a final copy the client signs off.
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Sources
Written and checked by the OneCraft team. Last checked .