May, 30 2024 Thursday 08:56 Hrs
  • SENSEX :   74,502.90

  • Top commodity trading and broking companies in India-667.55( -0.89%) 29-May-2024
Product & Services

Insurance Services

Online Link for Kotak E-Term Plan:

IFCI Financial Services Ltd. [IFIN] is a IRDA licensed Corporate Agent [Regn. No. CA0050] authorised to solicit and procure business related to life insurance, general insurance and health insurance. IFIN is the registered Corporate Agent for the following insurance companies:

  • Life Insurance:
    • HDFC Life Insurance Co. Ltd.
    • SBI Life Insurance Co. Ltd.
    • Kotak Life Insurance Co. Ltd.

  • General Insurance:
    • Bajaj Allianz Gen. Ins. Co. Ltd.
    • HDFC Ergo Gen. Ins. Co. Ltd.
    • IFFCO Tokio Gen. Ins.

  • Standalone Health Insurance:
    • Star health Ins. Co. Ltd.
    • HDFC Ergo Health Ins. [formerly Apollo Munich Health Ins. Co.]

Why should a customer buy/invest in this product through IFIN? What is the advantage IFIN provides to the customer in regards to this particular product?

  • Branches across India - 28
  • Experienced IRDA certified professionals
  • Insurance quotations from best Insurance cos. In India
  • Complete explanation of all points before sign up
  • Fast turnaround times for applications or any resolutions
  • Doorstep service for Senior Citizens and other clients.

List down the main benefits of the product:

  • Life Insurance: Term[Protection] & Endowment [money-back]Plans available
  • Annuity Plans / Children Plans / ULIP’s
  • Motor Insurance: 2,3 & 4 wheeler Insurance
  • Health Insurance for individual & family
  • Home Insurance: Fire , Theft
  • Overseas Travel Insurance

Are there any other products you can cross-sell with this product? NONE

Website Consumer Journey

What other product-related features would you like to highlight on the page (For example: Download forms, Pay online, Open Account Online etc.)? Each of the product features will be mentioned in the form of a button on the page (Refer to the NPS Product page design).

  • Click to Contact us now
  • Links to Insurance Co.
  • Insurance FAQ Section
    • Life
      • Term
      • Endowment
      • ULIP
      • Wealth
      • Annuity

    • General
      • Fire
      • Motor
      • Property
      • Personal Accident
      • Liability
      • Travel Insurance

    • Health
      • Individual
      • Family Floater
      • Critical Illness
      • Cancer Care
      • Group Health

  • Contact Us Now – Takes cust to page that displays Customer service details/ Branch locator / Call Back utility

For each of the features mentioned in the question above, kindly mention which pages the customer will go to upon clicking the button.

  • Click to Contact us now - CALL BACK PAGE with client details opens up
  • Links to Insurance Co. – insurance Companies page / website links
  • Insurance FAQ Section
    • Life
      • Term – General Details
      • Endowment – General Details
      • ULIP – General Details
      • Wealth – General Details
      • Annuity – General Details

    • General
      • Fire – General Details
      • Motor – General Details
      • Property – General Details
      • Personal Accident – General Details
      • Liability – General Details
      • Travel Insurance – General Details

    • Health
      • Individual – General Details
      • Family Floater – General Details
      • Critical Illness – General Details
      • Cancer Care – General Details
      • Group Health – General Details

  • Contact Us Now – Takes cust to page that displays Customer service details/ Branch locator / Call Back utility
Attention Investor:
Prevent unauthorised transactions in your account Update your mobile numbers/email IDs with your stock brokers/Depository Participant.     KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, ,Mutual )