Trevo brings brokers together to discuss underwriting information and customer due diligence
Trevo’s meeting with commercial partners focused on the quality of information used to assess risks and on customer due diligence, with discussion of the practical challenges brokers face.
Information quality in risk assessment and customer due diligence were the central themes of Trevo Seguros’ commercial partners meeting, held on 22 October 2026. The presentations led to discussion of the practical difficulties brokers face in their daily work and ways to overcome them.
Sérgio Cunha, Chair of Trevo Seguros’ Board of Directors, opened the meeting.
In the underwriting session, director Ana Paula Cunha explained the importance of the information brokers provide in understanding a risk and preparing a proposal suited to the client’s needs. Complete and accurate information reduces repeated requests for clarification and makes the assessment process easier.
Customer due diligence was the focus of the presentation by Ndinelao Santos, who is responsible for compliance. The session addressed why this work is essential for both the insurer and brokers in meeting their respective responsibilities to prevent money laundering and terrorist financing.
Participants exchanged views on the difficulties of applying these procedures in everyday work and discussed ways to overcome them, with time for questions and clarification.
The informal setting also gave brokers an opportunity to meet the Trevo team members they work with regularly.