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Approved Person for e-Insurance Account PROCESS GLOBAL FINSOL PRIVATE LIMITED { Erstwhile TEAM LIFE CARE COMPANY (I) PVT. LTD }

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Presentation on theme: "Approved Person for e-Insurance Account PROCESS GLOBAL FINSOL PRIVATE LIMITED { Erstwhile TEAM LIFE CARE COMPANY (I) PVT. LTD }"— Presentation transcript:

1 Approved Person for e-Insurance Account PROCESS GLOBAL FINSOL PRIVATE LIMITED { Erstwhile TEAM LIFE CARE COMPANY (I) PVT. LTD }

2 What is e-Insurance Account ?  An e Insurance Account is the first step to bringing safety to your insurance policies.  Once you have an e IA you can buy, store and maintain all types of insurance policies from any insurer in electronic mode.  You need to have only one e IA for all your Policies which comes with a unique e Insurance Account number. NO HASSLE OF SAFE GUARDING YOUR PHYSICAL POLICY DOCUMENTS

3 What is in it – for Policy Holders ?  e‐Insurance Account (eIA) is free for customers.  Complete and perennial protection to entire insurance policies and interests of the policy holder  One stop shop for all insurance service needs  Freedom from the hassles of filling multiple KYC forms when they apply for multiple policies.  Service on Demand  Elimination of Paper & Storage Risks PROFILE POLICY DETAILS ONLINE PREMIUM PAYMENT ANNUAL STATEMENT

4 Required Documents for e-IA Opening  Completed and Signed e-IA Form  Latest Passport Size Photograph  Self Attested Identity and Address Proof  Cancelled Cheque Leaf For ID Proof, Pan Card or Aadhaar Card is MANDATORY For ID Proof, Pan Card or Aadhaar Card is MANDATORY

5 e-IA Sample Filled Form - Page 1 Customer Signature is a must Same address proof should be attached Mail Id & Mobile No should be unique for each form

6 Bank IFSC Code No Authorized Representative should be a major only e-IA Sample Filled Form - Page 2

7 Insurer name- for Each insurance company one forms should be submitted Correct Policy no should be mentioned after verifying the original policy documents. Minor Policy will get attached with proposer’s e IA account. Sample Conversion Request Form

8 Applicant should self attest the proof copy Original verified should be confirmed through sign and seal. Supportive Documents Verification Address Proof Sample Supportive Documents Verification Address Proof Sample

9 Applicant should self attest the proof copy Original Verified should be confirmed through sign and seal. Supportive Documents Verification Identity Proof Sample Supportive Documents Verification Identity Proof Sample

10 Checklist for KYC Documents e-IA NoDocument TypeIdentity ProofAddress Proof 1AADHAAR CARD 2PAN CARD 3RATION CARD 4PASSPORT 5VOTER ID 6DRIVING LICENSE 7 BANK PASSBOOK (NOT MORE THAN 6 MONTHS OLD) 8 ELECTRICITY BILL (NOT MORE THAN 6 MONTHS OLD) 9 TELE PHONE BILL (NOT MORE THAN 6 MONTHS OLD) 10REGISTERED RENTAL OR LEASE AGREEMENT 11CENTRAL/STATE GOVT ID CARD

11 e-IA – Do’s  Application form should be completed in all the respects.  Please ensure you receive clear copies of the KYC proofs along with the completely filled and signed application form.  All supporting documents should be self attested by applicant and All self attested documents should be stamped as “Original seen and verified”.  Avoid corrections and over writings, if any, it should be counter signed by the applicant.  Mail ID should not be used for multiple eIA account opening forms  Please ensure legible hand writing in application form, Usage capital letters  Would be the ideal way of form filling.

12  Don’t accept submit incomplete applications or incomplete documentation  Don’t accept supporting documents with out self attestation and Original seen and verified.  Don’t collect illegible copies of supporting documents e-IA – Don'ts

13 /140/ e-IA – For Clarification & More Details

14 THANK YOU GLOBAL FINSOL PRIVATE LIMITED


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