Our Service Initiative

Family Insurance "Master File"
1. We provide a computer generated " MASTER FILE " for all existing Life Insurance Policies of your family. This is a wonderful file to be seen to believe. It contains very useful details about your Policies.

MAIN HIGHLIGHTS OF " MASTER FILE " 
(A) Separate folios to keep each Policy document and its Receipts, correspondence etc. For example, if your family has 15 Policies, the file contains 15 separate folios, one for each Policy.

(B) Complete charts showing each member's insurance details, total sum assured, total annual premium, loan value, surrender value. Thereafter, it gives total for entire family also.

(C) " Monthly Premium Due Chart" for entire family with details for each member.

(D) Cash flow Chart showing total amount to be received back from company, every year in future. This chart helps to sync our children's needs with the cash flow available.

TO VIEW AN ACTUAL FILE, PLEASE CLICK THE LINKS BELOW :


2. PREMIUM REMINDER SERVICE : We provide monthly reminders on your mobile/email for premium due.

3. MATURITIES/MONEY BACK INFO : We give you advance information, whenever you are to receive any money from insurance company.

NEEDLESS TO ADD THAT ALL OUR REMINDER SERVICES ARE FREE. EVEN THE COST OF HARDWARE & SOFTWARE USED FOR CREATION OF " MASTER FILE" 
IS BORNE BY OUR OFFICE.



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