Step by step guide to Insurance Issuance

Fill up the required form. The documents to be filled up are:

• KYC Form
• Proposal Form   
• Technical Form   

Collection of the required documents. The list of required documents are:

• Copy of Bluebook / Tax Invoices
• Copy of Lalpurja / Agreement
• Bills of Quantity (BOQ) and any other relevant documents

Fill up the inspection form (if necessary)

Collect information about the product that the client wants to insure

Issuance of Debit Note. There are two methods through which the client can issue the debit note. They are:

• Online
• Staff Intervention

The debit note number will be generated after this step.

Payment

• Online
• Human Intervention

Issuance of Policy: If the payment is done through our online partners, the policy will be automatically generated and sent via email to the client. If the payment is done through human intervention, the policy has to either be collected by the client or hand delivered by the company.