Tamilnadu Chief Minister's Comprehensive Health Insurance Scheme

Friday 16 January 2015

Role and functions of an agent

Role and functions of an agent
Ø To become an agent a person has to submit the necessary form and fees, have the required qualification, undergo practical training pass the required examination.
Ø An agent should recommend to clients the best products that address their needs and make sure there is no adverse selection for the insure.
Ø An agent should continuously strive to improve their knowledge of their own insurer’s products, competing insurers’ products and other competing investment products on the market.
Ø All licensed agents have to comply with the code of conduct at all times.
Ø Agents should assist their clients in completing the paper work involved and policy is serviced properly till a arises.


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