Life Insurance Services

Generally, an insurance broker
is involved with the following work:

# Acquisition of clients in need of insurance - Even if people don't have the demand for insurance in a specific field, brokers generate this demand through advertisements and other methods. This is known as business development.

# Giving proper and adequate service to the client to maintain an ongoing relationship between the insurance company and the client - This is commonly known as servicing of client.

# Constantly remaining in touch with the clients and catering to their problems by gathering proper information and assessing their risk profile and requirements.

# Renewing the policies of the existing clients in a hassle-free manner and with appropriate judgment and guidance.

# Giving proper advice to clients in a customized way by gauging their risk profile coupled with extensive research.

# Keeping abreast with new policies and schemes of the insurance companies so that they can choose the right policy for their client’s personal needs.

# Collecting regular premiums paid by the clients.

# Processing the accounts of the clients.