Citizen Charter

Sno

Service Provided

Necessary process and documents

Price

Time

Concerned Department/Person

Authorized Contact Representative

Remarks

1

Buying an Insurance Policy

  1. Application Form
  2. Personal medical information report (If necessary)
  3. Agents Report
  4. Copy of Citizenship (in case of child: birth certificate)
  5. Income statements (If necessary)
  6. Photos of Insured and Proposer ( As per Necessity)

Based on Sum insured, risk calculation and plans/policies of the company.

1 working day (In case of availibility of necessary documents)

Authorized agents of the company, Branch Managers,

 

Authorized 1st Contact Official: Branch and Sub-Branch Managers.

 

Authorized 2nd Contact Official: Concerned Department Head

 

Authorized 3rd Contact Official: Chief Operating Officer

 

Authorized 4th Contact Official: Deputy Chief Executive Officer

 

Authorized 5th  Contact Official: Chief Executive Officer

 

 

 

 

2

Policy Loan against Policy bond

  1. Application form by the insured.
  2. Original copy of the insurance policy.
  3. Due premium should be cleared.
  4. Original copy of Citizenship of the insured.

 

1 working day (In case of availibility of necessary documents)

Customer Service Department.

Authorized 1st Contact Official: Branch and Sub-Branch Managers.

 

Authorized 2nd Contact Official: Concerned Department Head

 

Authorized 3rd Contact Official: Chief Operating Officer

 

Authorized 4th Contact Official: Deputy Chief Executive Officer

 

Authorized 5th  Contact Official: Chief Executive Officer

 

 

 

3

Claim Payment

In case of death of the policy holder.

 

  1. Application Form
  2. Original copy of citizenship of the beneficiary
  3. Death Certificate
  4. Relationship verification.
  5. Medical certificate authorized by the hospital
  6. Original copy of the policy

 

In case of death during accident.

  1. Verified Police Report
  2. Post Mortem Report

 

Claim Settlement in case of survival

  1. Application Form.
  2. Original copy of the policy.
  3. Receipt of the last paid premium.
  4. Original copy of Citizenship of the insured.

Free

1 working day (In case of availibility of necessary documents)

Claim Department

Authorized 1st Contact Official: Branch and Sub-Branch Managers.

 

Authorized 2nd Contact Official: Concerned Department Head

 

Authorized 3rd Contact Official: Chief Operating Officer

 

Authorized 4th Contact Official: Deputy Chief Executive Officer

 

Authorized 5th  Contact Official: Chief Executive Officer

 

 

 

4

Agent Training

To work as an agent.

  1. Application form.
  2. Copy of Citizenship.
  3. SLC certificate or above level of educational attainment certificate along with mark sheet and character certificate.

 

 

Rs.500

3 Days. 

Training Department

Authorized 1st Contact Official: Branch and Sub-Branch Managers.

 

Authorized 2nd Contact Official: Concerned Department Head

 

Authorized 3rd Contact Official: Chief Operating Officer

 

Authorized 4th Contact Official: Deputy Chief Executive Officer

 

Authorized 5th  Contact Official: Chief Executive Officer

 

 

5

Renewal of Agent License

 

  1. Application Form
  2. Original copy of Agents License.

Rs.200

Within 2 working days.

Agency Distribution Services Department

Authorized 1st Contact Official: Branch and Sub-Branch Managers.

 

Authorized 2nd Contact Official: Concerned Department Head

 

Authorized 3rd Contact Official: Chief Operating Officer

 

Authorized 4th Contact Official: Deputy Chief Executive Officer

 

Authorized 5th  Contact Official: Chief Executive Officer

 

 

6

If policy is lost or destroyed

In case of loss of policy

  1. Public Announcement in National Daily. (35-day grace period)
  2. Policy Cost Declaration Form.

 

1 working day (In case of availibility of necessary documents)

Customer Support

Authorized 1st Contact Official: Branch and Sub-Branch Managers.

 

Authorized 2nd Contact Official: Concerned Department Head

 

Authorized 3rd Contact Official: Chief Operating Officer

 

Authorized 4th Contact Official: Deputy Chief Executive Officer

 

Authorized 5th Contact Official: Chief Executive Officer

 

 

7

Renewal of Insurance Policy

For renewal of insurance policy of insured and nominee.

  1. Reinstatement Form (If Necessary)
  2. Medical Report (If Necessary)
  3. Questionnaire (If Necessary)

 

 

Based on Sum insured, risk calculation and plan/policies of the company.

1 working day (In case of availibility of necessary documents)

Customer Support

Authorized 1st Contact Official: Branch and Sub-Branch Managers.

 

Authorized 2nd Contact Official: Concerned Department Head

 

Authorized 3rd Contact Official: Chief Operating Officer

 

Authorized 4th Contact Official: Deputy Chief Executive Officer

 

Authorized 5th  Contact Official: Chief Executive Officer

 

 

 

Information Officers

             

1st- Aadar Bhandari                                        2nd- Sanjeev Kumar Singh

 

 

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