We make your financial life easier with tailor-made solutions
Gain peace of mind and freedom from financial worries
Dedicated – Innovative – Professional
Whatever your need, we have the right answer for you!
As a credit and insurance intermediary, we offer complete financial solutions to simplify your life and help you achieve your goals, whether it’s a loan to make your dreams come true or insurance to keep you and your family protected at all times.
Reasons to choose Be
When you need a financial solution to your problem, the options can seem overwhelming. Rely on our work as a credit and insurance intermediary to save you time and money. We specialize in finding the best offers on the market and preparing solutions that meet your real needs and objectives.
Find the Right Credit for Your Plans
Discover financing solutions adapted to your needs, from home loans to personal loans. Make your dreams come true with the best conditions on the market!
Protect what’s most important with the best insurance
We offer a range of personalized insurance policies to guarantee security and peace of mind at every stage of your life. Find the ideal protection for you and your family!
Agile – Simple – Personalized
How does our process work?
Each stage of our process aims to ensure that all options are analyzed and adapted to the needs and objectives of each person. We guarantee personalized and effective guidance, protecting the client’s interests and ensuring quality intermediation.
01.
Customer needs analysis
Detailed assessment of financial and insurance needs: we collect information on your financial situation, objectives and risk profile. In the case of insurance, we analyze the people and assets to be insured, as well as the risks involved.
Objective: to understand the client’s needs and financial capacity in order to provide suitable solutions.
02.
Market research
We research all the options available on the market, comparing different products from various financial institutions and insurance companies.
Objective: to identify the best options, considering interest rates, payment terms, cover and premiums.
03.
Presentation of Solutions
Based on the analysis and research, we present various credit or insurance options. We explain the advantages and disadvantages of each, detailing costs, conditions, cover and terms.
Objective: to help you make an informed decision, ensuring that you understand all the conditions and responsibilities associated with the choice.
04.
Decision Support
We help you make the final choice of credit or insurance solution. This support involves clarifying doubts and providing technical advice, ensuring that the solution selected corresponds to each person’s needs and objectives.
Objective: to facilitate the selection process and ensure that the client makes a selection that suits their profile and capabilities.
05.
Submission of Proposals
Once the client has decided, we submit the credit or insurance proposal to the financial institution or insurance company. This step includes preparing and sending all the necessary documentation.
Objective: to ensure that the process is formally initiated with the institution and that all documentation is complete.
06.
Monitoring Analysis and Approval
We accompany the process of analyzing the proposal by the financial institution or insurance company. This may include responding to requests for additional information or sending further documents if necessary.
Objective: to ensure that the process runs efficiently and that the proposal is analyzed as quickly as possible.
07.
Formalizing the Contract
After approval, we help formalize the contract, be it credit or insurance, ensuring that all the conditions are correct and that the client understands the terms before signing.
Objective: to ensure that the contract is made transparently and without complications for the client.
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