The importance of the insurance mediator: trust and personalised advice

Jan 24, 2025 | The Agency

Taking out insurance is a decision that significantly impacts our peace of mind and security. However, not all ways of acquiring it offer the same level of attention and personalisation. Although banks and online platforms have popularised the purchase of insurance, the role of the insurance mediator, as is the case with Dylsi, continues to be essential to guarantee that each client obtains adequate protection and close support that no other option can match, as the mediator has in-depth knowledge of the client’s needs.

The difference: a direct and personal contact

Taking out insurance through a bank or online platform may seem convenient, but these options often lack the personalized approach that a mediator offers. In these cases, the customer interacts with automated systems or personnel who have limited knowledge about their personal circumstances or the implications of the various policies. This can result in taking out policies that don’t really fit your needs or that have insufficient or excessive coverage. In contrast, an insurance mediator is dedicated to thoroughly understanding each client’s personal and professional situation. From changes in family life, such as a marriage or the arrival of a child, to the needs of an entrepreneur looking to protect their business, the mediator tailors the coverages to offer a precise solution at each stage of life.

An insurance mediator like Dylsi offers closeness and personalized advice

Yolanda, Darryl and Jolene take care of their clients.

A long-term relationship

The relationship between the client and their insurance mediator is much more than a simple transaction. It is a connection based on trust and long-term commitment. The mediator becomes a close advisor, familiar with each client’s specific needs and prepared to act proactively.
For example, if a client expands their home or decides to start a business, the mediator will not only adjust the current coverages, but also offer them options to protect their new situation. This level of personalized attention is difficult to find in banks or online platforms, where the focus is usually more oriented towards sales than continuous accompaniment.

Professional advice vs. generic products

Banks, while offering insurance to their customers, tend to focus on generic products designed for a broad audience. This means that policies may not adequately cover the specific needs of each client. In addition, it is common for bank insurance to be linked to financial products, which can limit customer flexibility. On the other hand, the Dylsi team, as an exclusive agency of AXA, has a deep understanding of all insurance options, both for individuals and companies, at all times of life and for all the needs that customers may have. Our goal is not simply to sell, but to ensure that our client has the right protection at all times, optimizing costs and coverage.

Support in difficult times

A crucial aspect that sets the mediator apart is the support provided in the event of accidents or problems with the policy. When taking out insurance with banks or online platforms, the customer usually depends on call centres or automated processes. When dealing with a mediator, they know who to talk to. This direct contact not only reduces uncertainty but also ensures more agile and efficient management in stressful situations.
The mediator acts as a customer advocate to the insurer, helping to manage paperwork and making sure claims are resolved fairly and quickly. If you are looking for insurance that really fits your needs, a relationship of trust and continuous advice, a mediator is your best option. At Dylsi, we work every day to offer this level of personalized attention, ensuring that each client is protected in the moments they need it most. We’re here for you, every step of the way.

Más entradas

Recommend Dylsi and enjoy unique experiences

Recommend Dylsi and enjoy unique experiences

Trust is the basis of any relationship, as we know at Dylsi. We are proud that our customers are satisfied with our service and do not hesitate to recommend us to their friends, family, or acquaintances. That's why, since 2021, we have been running a special campaign...

read more
Skip to content