Transcript e IA Process - Global FinSol

GLOBAL FINSOL PRIVATE LIMITED
{ Erstwhile TEAM LIFE CARE COMPANY (I) PVT. LTD }
Approved Person for
e-Insurance Account
PROCESS
What is e-Insurance Account ?
 An e Insurance Account is the first
step to bringing safety to your
insurance policies.
 Once you have an e IA you can buy,
store and maintain all types of
insurance policies from any insurer
in electronic mode.
 You need to have only one e IA for
all your Policies which comes with
a unique e Insurance Account
number.
NO HASSLE OF SAFE
GUARDING YOUR PHYSICAL
POLICY DOCUMENTS
What is in it – for Policy Holders ?
 e‐Insurance Account (eIA) is free for
customers.
 Complete and perennial protection to entire
insurance policies and interests of the
policy holder
 One stop shop for all insurance service
needs
 Freedom from the hassles of filling multiple
KYC forms when they apply for multiple
policies.
 Service on Demand
 Elimination of Paper & Storage Risks
PROFILE
POLICY DETAILS
ONLINE PREMIUM
PAYMENT
ANNUAL STATEMENT
Required Documents for e-IA Opening
 Completed and Signed e-IA Form
 Latest Passport Size Photograph
 Self Attested Identity and Address Proof
 Cancelled Cheque Leaf
For ID Proof,
Pan Card or
Aadhaar Card is
MANDATORY
e-IA Sample Filled Form - Page 1
Customer Signature is a must
Same address proof should be attached
Mail Id & Mobile No should be unique
for each form
e-IA Sample Filled Form - Page 2
Bank IFSC Code No
Authorized Representative
should be a major only
Sample Conversion Request Form
Insurer name- for Each
insurance company one
forms
should
be
submitted
• Correct Policy no should be
mentioned after verifying the
original policy documents.
• Minor Policy will get attached with
proposer’s e IA account.
Supportive Documents Verification
Address Proof Sample
Original verified should be
confirmed through sign and seal.
Applicant should self attest
the proof copy
Supportive Documents Verification
Identity Proof Sample
Applicant should self attest
the proof copy
Original Verified should be
confirmed through sign
and seal.
Checklist for KYC Documents e-IA
No
Document Type
Identity Proof
Address Proof

1
AADHAAR CARD

2
PAN CARD

3
RATION CARD

4
PASSPORT

5
VOTER ID

6
DRIVING LICENSE

7
BANK PASSBOOK
(NOT MORE THAN 6 MONTHS OLD)

8
ELECTRICITY BILL
(NOT MORE THAN 6 MONTHS OLD)

9
TELE PHONE BILL
(NOT MORE THAN 6 MONTHS OLD)

10
REGISTERED RENTAL OR LEASE AGREEMENT

11
CENTRAL/STATE GOVT ID CARD

e-IA – Do’s
 Application form should be completed in all the
respects.
 Please ensure you receive clear copies of the KYC
proofs along with the completely filled and signed
application form.
 All supporting documents should be self attested by
applicant and All self attested documents should be
stamped as “Original seen and verified”.
 Avoid corrections and over writings , if any , it should
be counter signed by the applicant.
 Mail ID should not be used for multiple eIA account
opening forms
 Please ensure legible hand writing in application form,
Usage capital letters
 Would be the ideal way of form filling.
e-IA – Don'ts
 Don’t accept submit incomplete applications or incomplete
documentation
 Don’t accept supporting documents with out self attestation
and Original seen and verified.
 Don’t collect illegible copies of supporting documents
e-IA – For Clarification & More Details
1800-103-4600
080- 40460 132/140/141
www.globalfinsol.com
[email protected]
GLOBAL FINSOL PRIVATE LIMITED
THANK YOU