RiskMap Methodology
RiskMap Methodology
A structured, professional review of your full exposure to risk. Not a sales meeting — an analysis session. 60 minutes · No cost · No commitment.
This isn’t a meeting to sell you a policy. It’s a session to understand your reality.
Most people have insurance, but very few have a clear and complete picture of what is covered, what isn’t, and what might leave them exposed when it matters most. RiskMap changes that. It’s a structured analysis developed by our team to detect gaps, organise priorities and design a coherent protection strategy around your life — not around products.
Typical insurance meeting
- Starts with a product offe
- Focuses on one policy at a time
- Aims to close a sale that day
- You leave with a quote
- One-off interaction
DYLSI RiskMap
- Starts by listening
- Reviews your full risk landscape
- Prepares a structured proposal afterwards
- You leave with clarity and a plan
- The foundation of a long-term relationship
Four structured phases. One clear outcome.
Every RiskMap session follows the same professional methodology — refined through hundreds of client conversations. The structure is always the same. What changes is the depth, tailored to your situation.
1
Understand
Get a clear picture of where you stand today.
Before analysing anything technical, we want to understand your current situation — your life, your goals and any recent changes. This phase is purely conversational: no forms, no pressure, just an open and honest conversation. Many risks go unnoticed simply because no one asked the right questions at the right time. That’s exactly what we do here.
- How your current situation has evolved — personally and professionally
- Any significant changes in the last 12–24 months
- Your future plans and projects
- How you feel about the service you've received so far
PHASE 02
Protect
Mapping your exposure across five risk areas.
This is the analytical core of the session. Together we explore five key risk areas — not to detect every gap immediately, but to identify where your coverage could leave you vulnerable. We’re not here to alarm you. We’re here to give you visibility, so the decisions you make are informed ones.
- Personal Protection: health, life, disability
- Income and Financial Stability
- Asset and Property Protection
- Liability
- Business Continuity and Strategic Planning (for entrepreneurs and the self-employed)
2
3
PHASE 03
Prioritise
Not everything is urgent — but some things really are.
Once we have the full picture, we work together to organise what we’ve found. We don’t overwhelm you with a list of problems — we help you understand what matters most, what can wait, and what needs attention now. Each risk is evaluated by its economic impact, personal impact and urgency.
- High priority: immediate action recommended
- Medium priority: plan in the next 6 months
- Low priority: monitor and review annually
- Maximum 2–3 action areas per session
- You always know exactly where you stand
PHASE 04
Plan
A structured proposal — not a sales close.
We never close a sale at the end of a RiskMap session. Instead, we take what we’ve learned and prepare a personalised, structured proposal that you review at your own pace. You receive a clear next step — a follow-up meeting, a technical analysis or a specific recommendation — always with a defined date and purpose.
- Detailed technical analysis of priority areas
- Tailored protection proposals, where applicable
- Policy updates or optimisation options
- Financial planning opportunities (savings, retirement)
- Scheduled follow-up with a defined agenda
4
Is this for me?
You don’t need a specific problem, or a complex insurance portfolio, to benefit from a RiskMap session. Most people who benefit the most simply hadn’t had the chance to sit down and see the full picture — until now. See if any of these situations sound familiar.
"I haven't reviewed my insurance in years and I don't know if I'm really well covered.
Over time, policies become outdated — your income, family situation, assets and needs all change. What was enough a few years ago may not be enough today, and without a thorough review it’s impossible to know. A RiskMap session gives you a clear picture of what you have, what you need, and what you can improve or eliminate.
"Things have changed a lot lately — a new property, a business, a family change — and I haven't updated anything."
Life changes faster than most people’s insurance policies. A new property, a growing family, starting a business or a change in income can create significant protection gaps that go unnoticed — until something happens. This session is designed precisely for moments like this: to realign your coverage with your current reality.
"I have several policies but I don't know if they work well together — or if there are overlaps or gaps."
Many people accumulate policies over time — home, health, car, life — without anyone reviewing them together. The result is often duplicated coverage in some areas and dangerous gaps in others. We map your existing coverage and identify where to optimise — reducing cost or increasing protection, or both.
"I run my own business and I want to make sure I'm protected — both personally and professionally."
Self-employed professionals and business owners face a unique combination of risks: their personal income, professional liability, business continuity and long-term financial planning are interconnected — and rarely reviewed together. Neither RiskMap is designed to address this complexity and give you a structured view across all dimensions.
"I feel reasonably covered — I just want to make sure I haven't missed anything important."
Peace of mind is a legitimate goal. Sometimes the most valuable outcome of a RiskMap session is simply the confidence of knowing your protection is well-structured, up-to-date and genuinely suited to your situation. If everything is in order, we’ll tell you. If something needs attention, you’ll know before it becomes a problem.
Your experience. What happens
before, during and after.
01
We contact you
We reach out to propose a session and agree on a convenient time — in person or by video call, as you prefer.
02
The session
A focused 60-minute conversation following our four-phase methodology. Relaxed, structured and completely free of pressure.
03
The analysis
We prepare a personalised summary of what we discussed — identifying priorities and areas of opportunity specific to your situation.
04
The proposal
We present a structured plan — concrete recommendations, options and next steps. You decide what to do and when.
What you really get from a RiskMap session
Full visibility
For the first time, you’ll have a clear and structured view of your full risk landscape — not just the policies you have, but the complete picture of what’s covered and what isn’t.
Prioritised clarity
We help you understand what really matters now and what can wait. No overwhelming lists, no unnecessary urgency — just an honest, ordered set of priorities based on your real situation.
A strategic advisor
After your session, you’ll have an expert who knows your situation in depth — someone you can call when things change, not just when a policy is up for renewal.
BOOK YOUR SESSION
Book your DYLSI RiskMap session directly. It takes less than two minutes — and the session itself is completely free and with no commitment.