Page 39 - IC38 GENERAL INSURANCE

The relationship gets strengthened by keeping in touch with the client from
time to time, by greeting him on some occasion like a festival or a family
event. Similarly when there is a moment of difficulty or sorrow by to
offering assistance.
4. The claim stage
The agent has a crucial role to play at the time of claim settlement. It is her
task to ensure that the incident giving rise to the claim is immediately informed
to the insurer and that the customer carefully follows all the formalities and
assists in all the investigations that may need to be done to assess the loss.
Test Yourself 2
Identify the scenario where a debate on the need for insurance is not required.
I. Property insurance
II. Business liability insurance
III. Motor insurance for third party liability
IV. Fire insurance

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