July, 16 2024 Tuesday 05:53 Hrs
  • SENSEX :   80,664.86

  • Commodity broking firm in India145.52( 0.18%) 15-Jul-2024
Product & Services


Insurance Services

Online Link for Kotak E-Term Plan: https://www.ifinltd.in/Insurance/Static/Insurance/Register-Insurance

IFCI Financial Services Ltd. [IFIN] is a IRDA licensed Corporate Agent [Regn. No. CA0050] authorised to solicit and procure business related to life insurance, general insurance and health insurance. IFIN is the registered Corporate Agent for the following insurance companies:

  • Life Insurance:
    • HDFC Life Insurance Co. Ltd.
    • SBI Life Insurance Co. Ltd.
    • Kotak Life Insurance Co. Ltd.

  • General Insurance:
    • Bajaj Allianz Gen. Ins. Co. Ltd.
    • HDFC Ergo Gen. Ins. Co. Ltd.
    • IFFCO Tokio Gen. Ins.

  • Standalone Health Insurance:
    • Star health Ins. Co. Ltd.
    • HDFC Ergo Health Ins. [formerly Apollo Munich Health Ins. Co.]

Why should a customer buy/invest in this product through IFIN? What is the advantage IFIN provides to the customer in regards to this particular product?

  • Branches across India - 28
  • Experienced IRDA certified professionals
  • Insurance quotations from best Insurance cos. In India
  • Complete explanation of all points before sign up
  • Fast turnaround times for applications or any resolutions
  • Doorstep service for Senior Citizens and other clients.

List down the main benefits of the product:

  • Life Insurance: Term[Protection] & Endowment [money-back]Plans available
  • Annuity Plans / Children Plans / ULIP’s
  • Motor Insurance: 2,3 & 4 wheeler Insurance
  • Health Insurance for individual & family
  • Home Insurance: Fire , Theft
  • Overseas Travel Insurance

Are there any other products you can cross-sell with this product? NONE

Website Consumer Journey

What other product-related features would you like to highlight on the page (For example: Download forms, Pay online, Open Account Online etc.)? Each of the product features will be mentioned in the form of a button on the page (Refer to the NPS Product page design).

  • Click to Contact us now
  • Links to Insurance Co.
  • Insurance FAQ Section
    • Life
      • Term
      • Endowment
      • ULIP
      • Wealth
      • Annuity

    • General
      • Fire
      • Motor
      • Property
      • Personal Accident
      • Liability
      • Travel Insurance

    • Health
      • Individual
      • Family Floater
      • Critical Illness
      • Cancer Care
      • Group Health

  • Contact Us Now – Takes cust to page that displays Customer service details/ Branch locator / Call Back utility

For each of the features mentioned in the question above, kindly mention which pages the customer will go to upon clicking the button.

  • Click to Contact us now - CALL BACK PAGE with client details opens up
  • Links to Insurance Co. – insurance Companies page / website links
  • Insurance FAQ Section
    • Life
      • Term – General Details
      • Endowment – General Details
      • ULIP – General Details
      • Wealth – General Details
      • Annuity – General Details

    • General
      • Fire – General Details
      • Motor – General Details
      • Property – General Details
      • Personal Accident – General Details
      • Liability – General Details
      • Travel Insurance – General Details

    • Health
      • Individual – General Details
      • Family Floater – General Details
      • Critical Illness – General Details
      • Cancer Care – General Details
      • Group Health – General Details

  • Contact Us Now – Takes cust to page that displays Customer service details/ Branch locator / Call Back utility
Top
Attention Investor:
Prevent unauthorised transactions in your account Update your mobile numbers/email IDs with your stock brokers/Depository Participant.     KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, ,Mutual ).    No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.