1. Obtaining premiums quote for required insurance policy from various insurers and comparing the same in terms of coverage and cost and advising the client on the insurance product which best suits their requirements.

  2. Placement of their insurance proposals with insurance company decided and obtaining policy documents for insured client and their banks.

  3. Servicing the clients through entire period of insurance and assisting the clients in ensuring mid terms changes in policy.

  4. Insurance and business profile record keeping of the clients.

  5. Timely renewal advices through e-mails .letters and SMS

  6. Support and assist the clients in the event of claim to ensure hassle free claims procedures.

  7. Advising the client through its professional team about risks management and loss prevention area.