Common questions about how we work, our fees, and the customer portal.
We act as your outsourced insurance officer — assessing your risk, arranging the right cover at a competitive premium, keeping your records and renewals on track, and standing beside you through a claim from intimation to settlement.
Get in touch and we'll explain how we're compensated for your specific type of policy — this can vary by product and insurer.
We place life insurance with LIC, Bajaj Allianz Life Insurance and HDFC Life, and general insurance with insurers including New India Assurance, ICICI Lombard, Tata AIG and Bajaj General Insurance Co. Ltd. See our Products page for details.
Existing clients get a personal username and password for our customer portal, where you can view your policy details and download your documents and premium receipts at any time. If you don't have a login yet, contact our office and we'll set one up.
Call our office as soon as the loss occurs — timing matters for most policies. Our Claim Procedures page has step-by-step guidance for your type of policy, and we'll help with documentation throughout.
Yes — including overseas travel and student overseas travel insurance. Contact us with your requirement and travel dates.
All client matters are handled confidentially, and your customer portal login only ever shows your own policies and documents — never another client's.
