INSURANCE PLANNING
Insurance planning is a critical component of a comprehensive financial plan. We at CREDIBILIS advise our clients on how to grow and protect their wealth. Proper risk management and insurance planning are necessary to financial success.
We advise our clients on the following insurance strategies:
• Individual Life Insurance
• Personal Accident and Disability Insurance
• Health Insurance
• Home and Theft Insurance
• Group & Business Insurance
We also provide our corporate clients with a Complementary Insurance Audit. To this end we offer to carry out a complete review of their current insurance programme, keeping in mind that insurance coverage is intended to be an integral part of Risk Management exercise for any organization.
We also provide a detailed report highlighting the adequacy of existing coverage, suggestions on removal of redundant policies, evaluation of the scope for self-insurance and examine need for additional coverage if any, terms of insurance cover, pricing, compliance with statutory requirements etc.
For claims settlement, we provide complete assistance in all aspects ranging from documentation, surveyor appointment and coordination and rigorous follow up. Our dedicated team coordinates with TPAs and health care providers to ensure a smooth hospitalization and settlement process.
contact us today to identify and analyze your risk factors and for suitable recommendations from our insurance experts.