An Everlasting Relationship
While the task of financial planning ends once the policy is taken, our motto of “Service before Self” starts from the time one buys a policy from us. We make sure that we as a team and our processes remain dedicated to our clients during the tenure of the policy. From changes in any personal details in the policy to understanding the terms of the policy to a reminder of benefits one can avail during the tenure of the policy, to the reminding of renewal, to claims if reported to us and taking them towards the right conclusion is a role from which we handhold our clients during their financial journeys.
- Policy renewals or revivals
- Premium notices and reminders
- Making alterations/addition/deletions wherever and whenever required
- Decoding benefits
- Crisis management
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