- Design a clear brochure that simplifies the most important terms included in the insurance policy and approved by the Authority
- Schedule a call with your client, answer his inquiries and explain policy’s terms and conditions , exceptions and clarify liquidation requirements
- Company’s representative shall not sign on the behalf of the client. Client is responsible for providing the accurate data about himself, desired coverage amount, and the payment details.
- Schedule a brief phone call to review the details provided by your client before issuing the insurance policy
- Verify that the correct amount is being withdrawn from the policyholder’s account and ascertain the amount of the premium in case of direct premiums debit
- Due to recent currency swings, please inform your client that he is free to freeze the current exchange rate before floating on the date of issuance or to pay the entire premium in EGP and adjust the premium to match the exchange rate after floating.
- Make sure that you send an annual report to your client summarizing installment history and investment account performance to reach the desired financial goals.
- Schedule call with your client to ensure that he fully understands terms of the insurance Also, clarify the “ liquidation item” and discuss the cancellation fee if he decides to terminate the policy before its expiry .
- A medical examination is a required step for issuing a life insurance policy.
- update your client’s profile periodically on the platform.
- Explain why an insurance application might not be approved.
- Conduct thorough inspections of the insured property. This inspection is carried out by Damage Assessment Expert registered at FRA’s registry before issuing the insurance policy. Recommendations and observations included in the inspection report shall be taken into account.
- Ensure that new clients receive the basic data form which includes a clear and concise information outlining insurance products and services provided by the company.
- Company shall notify the client of any amendments to the insurance policies with a confirmation that he receives and understands the updates for future reference.
- clarifies the procedures the client must follow in the unfortunate event of an insured incident.
