Business update: August 2020
August 25, 2020
Meet the team Q&A Series – Felicity Sheppard
October 6, 2020
if you’re looking to make a submission for Private Specie Risks, here are the top 6 items required:
- Ask your clients to supply recent (less than three years old) valuations.
- Have your clients complete, sign and date a proposal form prior to requesting a policy bind.
- Ensure proposal form contains all relevant details.
- Don’t forget to include what type of alarm your clients have at their premises.
- If the policy is for jewellery or valuables provide specifications of the safe in as much detail as possible.
- Remember to tell your clients who are insuring jewellery or valuables that the policy is replacement only, no cash settlements in the event of loss.
Contact felicity@ksua.com for Specie submission forms.
Felicity Sheppard
Felicity has had a varied working career to-date beginning with a paralegal administration role in conservation, then working for Norwich Union Navigator (later Aviva Ltd) as an IT Project Coordinator and Business Analyst. 2005 marked the start of a family of three boys, moving to Sydney for a few years and returning to Melbourne full time in 2008. She took the opportunity to learn about underwriting and now manages an extensive range of specie insurance products:
- Private Fine Art Collections
- Corporate Fine Art Collections
- Private Jewellery Collections
- Private Vault Storage
- Wine Collections
- Numismatic and Philatelic Collections
- Bullion
- Transit and Storage of collections
- Art and Antique Dealers and Galleries
- Museums
- Jewellers’ Block
- Exhibitions (commercial and private collections)
Felicity has a long-held interest in art and the world of collectibles and finds her work fascinating. Family life is a keen focus and pleasure. She also enjoys time in the garden and a good book.
