Contact

Start with the requirement in front of you

A new client agreement, a changed scope or an approaching renewal is a useful starting point. Identify the requirement that needs attention and set up a conversation.

Discuss the next engagement

Choose a time through the shared scheduling service. Keep the booking note brief: the type of work, your renewal timing and the insurance question.

Continue to scheduling

Scheduling opens on Cal.com. The destination is the shared Tools for Enlightenment team calendar.

Before the conversation

Have the right context ready

Prepare these items for the discussion. Arrange a suitable document-sharing channel before sending client material or complete policies.

The engagement
A plain-language description of your services, your role and any subconsultants.
The timing
The renewal date and any client deadline for insurance evidence.
The documents
The relevant insurance schedule, current declarations and endorsements, kept ready for an agreed sharing channel.
The open question
The clause, endorsement request or change in services you want the review to address.

Keep sensitive material out of scheduling

This website has no upload or quote-intake form.

An incident needs its own reporting channel

For an existing incident or demand, follow the notice instructions in your policy.