Insurance
Insurance Policy Account Opening
- Collection of Account Opening Forms from various branches
- Scrutiny of Account opening form
- KYC Due-diligence
- Physical Address Verification
- Credibility Evaluation
- Fast Track Data Entry / Inward Entry
- Digitization, Scanning & Image Upload
- Image cropping – Specimen Signature
- In-depth Data Capture
- Quality Check
Insurance Claim Processing
- Collection of Insurance Claim Forms from various branches
- Deposition of cheques with Partner Banks
- Reconciliation of funds & management of Return Cheques
- Fast Track Data Entry / Inward Entry
- In-person Verification
- Digitization, Scanning & Image Upload
- Tagging of claim document
- In-depth Data Capture
- Quality Check
Archiving & Records Management
- Physical Storage of Records
- Retrievals
- Record Room Management
- Onsite Warehouse Management
- Online Data Storage & Retrieval System
- Document destruction post effective life span
Mass Mailing Services
- Policy / Statement printing and dispatch solutions
- Mail Room Services
Staffing Solution
- Identify Quality resources
- Conduct antecedent / background check
- Recruitment
- Deployment & Performance Monitoring
Premium Collection & Cash Management Services
- Collection & reconciliations of premium cheques from Branches / collection agencies
- Cheque deposition & Clearing reconciliation
Broker KYC
- Collection of Account Opening Forms from various branches
- Scrutiny of Account opening form
- KYC Due-diligence
- Exchange / segment selection
- Fast Track Data Entry / Inward Entry
- Brokerage / remissary scheme selection
- UCC Upload
- Digitization, Scanning & Image Upload
- Image cropping – Specimen Signature
- Welcome letter dispatch
Demat Account Opening
- Collection of Account Opening Forms from various branches
- Scrutiny of Account opening form
- KYC Due-diligence
- Fast Track Data Entry / Inward Entry
- Digitization, Scanning & Image Upload
- Image cropping – Specimen Signature
- Kit dispatch
