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Way2Wealth Advantage |
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Systematic
needs based approach
Our approach to insurance is advisory based as opposed to
selling the highest commission product. The advisory approach
is extremely systematic and comprises of the following 3
steps:
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Step 1: Background Profiling: This is done through
completion of a questionnaire which covers demographic as
well as financial information. |
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Step 2: Needs Analysis: The client’s needs like
professional and lifestyle goals, education needs,
retirement needs etc. are carefully analyzed in
conjunction with the background profiling. |
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Step 3: Recommendation: Based on the above 2 steps,
a scheme is recommended. In case the client already has
insurance policies, a restructuring is also suggested. |
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Superior customer servicing |
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We service clients from a variety of backgrounds including
retail investors, HNIs and Corporates. |
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Post recommendation of the scheme, the client is guided
through the entire process of proposal application and
medical tests till the policy issuance decision is
reached. |
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Regular updates about the performance of the scheme and
renewal intimations are also sent |
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When claims occur, we interact with the insurance company
and expedite timely payment of claims |
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Get advice from experts |
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Our insurance team members have significant experience in the
industry. The team comprises trained and certified
professionals with experiences spanning assignments in
insurance companies, underwriting and with other financial
distributors. We offer a wide choice of schemes in life and
general insurance spanning all financial needs.
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Specialized Corporate Advisory Desk |
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Corporates require specialized advice on their insurance needs
like gratuity, superannuation, keyman insurance, health
insurance, fire insurance etc. We have experts who can guide
the company on the best alternatives for these needs. This
involves a risk assessment of the business and development of
a risk retention and risk transfer strategy.
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| Note: We undertake insurance business through our group company Total Insurance Brokers Pvt. Ltd. (IRDA License No – 222) |
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