You are on page 1of 6

Products

Employee Benefits

GMC

GPA

GTL

WC

Property

Fire and Buglary

EEI, All Risk, MBD

Plate Glass

Property

Property

Liability

Director and Officer Liability


Proffessional Indemnity

Commercial General Liability

Cyber Risk Liability

Commercial Crime

Carrier Legal Liability

Marine

Specific Transit

Marine Open Policy


Sales turnover Policy

Marine Hull Insurance

Multimodel transport operators Policy


Documents Required at the time of Placement
Employee Benefits
Complete Data in Vertical Format (Name, Employee number, DOB, Age, SI, Relation)
Scanned copy of Pan Card & GST Number
Placement Slip
Scanned copy of cheque/ NEFT details

Complete Data (Name, Employee number, DOB, Age, SI, Designation, Salary)
Scanned copy of Pan Card & GST Number
Placement Slip
Scanned copy of cheque/ NEFT details

Complete Data (Name, Employee number, DOB, Age, SI, Designation, Salary)
Scanned copy of Pan Card & GST Number
Placement Slip
Scanned copy of cheque/ NEFT details

Signed & stamped Proposal Form, Complete name of the Insured, Placement Slip
(Communication address, Risk Location, claim History, Exact occupancy, Wages per month,
number of workers), scanned copy of pan card, scanned copy of cheque/NEFT details, GST
Number
Property
Client GST number
Scanned copy of PAN Card
Placement Slip ( Name, Communication Address, Assets Data ),

Asset List (Make, Model, Serial number, Year of Manufacturing


Placement Slip ( Name, Communication Address )

Thickness and Description of the plate glass


Placement Slip ( Name, Communication Address )
If multiple locations are there, then we need address for all the locations with sum insured
bifurcation
Placement Slip ( Name, Communication Address )
Mandate letter for PSUs
Placement Slip ( Name, Communication Address )
Liability
Filled & signed Proposal form
Financials (Balance Sheet, Auditor's Report)
Shareholding
pattern
GST number
PAN card
Placement Slip ( Name, Communication Address, Profile, Limit
of Indemnity,Territory and Jurisdiction, Coverages Required)
Mandate Letter for PSUs
Filled & signed Proposal form
GST number
PAN card
Placement Slip
( Name, Communication Address, Profile, Limit of Indemnity,Territory and Jurisdiction, Coverages
Required)
Mandate Letter for PSUs

Filled & signed Proposal form


GST number
PAN card
Placement Slip
( Name, Communication Address, Profile, Limit of Indemnity,Territory and Jurisdiction, Coverages
Required)
Mandate Letter for PSUs

Filled & signed Proposal form


GST number
PAN card

Placement Slip ( Name, Communication Address, Profile, Limit of Indemnity,Territory and


Jurisdiction, Coverages Required)
Mandate letter for PSUs

Filled & signed Proposal form


GST number

PAN card
Placement Slip ( Name, Communication Address, Profile, Limit of Indemnity,Territory and
Jurisdiction, All locations which needs to be covered,Coverages Required)
Mandate Letter for PSUs

Filled & signed Proposal form


GST number
PAN
card
Placement Slip ( Name, Communication Address, Profile, Limit of Indemnity,Territory and
Jurisdiction, Coverages Required)
Mandate letter for PSUs

Marine
Invoice Copy of Consignment
GST number
PAN card
Placement Slip ( Name, Communication Address )

PAN Card copy

GST number
Placement Slip ( Name, Communication Address )
PAN Card copy

GST number
Placement Slip ( Name, Communication Address )
PAN Card copy
Placement Slip ( Name, Communication Address )

GST number
Proposal form

Registeration Certificate of Hull


PAN Card copy
Placement Slip ( Name, Communication
Address )
GST number
Proposal
form
MTO Registeration Certificate of Hull

You might also like