The Contract Kit, the guarantee of a secure transaction, even between individuals
Are you directly negotiating the purchase or sale of a brokerage portfolio?
To secure the 60% of transactions carried out between individuals, Assurdeal has designed and developed a range of services called “À la carte”, ensuring you a smooth peer-to-peer transaction.
Full Package
6% excl. VAT* (capped at €3,990 excl. VAT) + 2% of escrowed funds
Included services:
Thorough verification of parties for a stress-free transaction
Balanced and protective contract, ready to sign electronically in just a few clicks
Simplified procedure with document collection and direct dispatch to different providers
Provision of an escrow account with two-step fund release
Separate “À la carte” services
Choose only the services you need
Transfer agreement + transfer certificates
Complete documentation for your transaction
(capped at €3,990 excl. VAT)
Payment security
Escrow released in two steps
(of escrowed funds)
Transfer certificates pack
Generation, e-signature, document collection, and automatic transmission to each provider
*VAT not applicable – art 259-1 of the French Tax Code
** Some of your providers (wholesalers/insurers) have negotiated a preferential rate that may apply to you. Remember to ask your contact.
How does it work?
- - You open a free assurdeal account for each party.
- - You ask your providers if they have negotiated a preferential rate for you.
- - You directly negotiate the transaction terms with your counterpart.
- - We provide you with all necessary documents.
- - You sign electronically and finalize the transaction securely.
Why choose our formalization services?
An all-in-one toolbox exclusively for insurance brokers
Legal Documentation
Ready-to-use and specially designed for insurance brokerage transactions
Secure Transaction
Confidential end-to-end process and secure payment processing
Expert Assistance
Advice provided by experienced specialists in the insurance sector throughout the process
Ready to formalize your next transaction?
Start securing your over-the-counter transaction now with our comprehensive Contract Kit and secure A la carte transaction services.