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QICB Presentation- Prayag
5
Transcript
QICB Meeting Presentation
PRAYAG SHARMA
RFQ
RFQ
Options Available
Internal
- Arabia: CAR, PI, TPL, WCI
- AXA: Medical (Individual / Corporate upto 50 employees)
- Direct Policy Issuance: SEIB, Arabia, GT
Client
(Sender 1)
Review from
my side
Will go back to Sender 1 if any info is required
If everything is clear from my side. I will sned RFQ to IC
Will go back to Sender 1 if any info is required
External
Quote Received (IC)
Negotiation or Revision request
Confrimation received
Issuance
Issuance
Client
(Sender 1)
Quotation Confirmation
Sent for appraoval to internal compliance department
If any inquiry received
Process
Approval received from internal compliace department
Sent to insurer for issuance
If any inquiry received
Policy or Certificate receives from insurer
Documents Required
Documents
- Confirmation letter from client
- Signed KYC
- Updated legal documents
- Payment terms or payment confirmation
- Signed Quote
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