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IRDA License No.: 398 Valid upto 19th Oct 2021
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Services Rendered
Always act for the client
Acquire a total understanding of the client’s business and philosophy
Assist the client on appropriate insurance cover, terms and selection of insurer from amongst various insurance companies.
Prepare presentations on behalf of the client, underwriting slips and all necessary documentation for insurance underwriting purpose, while observing all critical matters of disclosure, presenting the client’s business in a positive light
Maintaining detailed knowledge of available insurance markets
Providing services related to insurance consultancy and risk management
Assisting in documentation process and negotiation of the claims.
Maintaining proper records of claims.
Assistance in paying premium.
Revising policies at renewal or mid-term, if required
Complete all necessary documentation and maintain accurate records of past claims.
Treat all client data with utmost confidentiality