There are 3 major sources available in the market from which we would source the policies. Agents/Brokers & Bancassurance.
In our survey, we have discovered that insurance industry is being misused. 18 Cr policies have been sold in India out of which 4 Cr policies are orphan or not getting services.
We have also discovered that Agents are not in touch with the clients, & from services perspective genuine customer faces lot of difficulties, they are not aware about the product, charges, fund value, bonuses ,claim procedures etc. Even in case of bancassurance, people buy life insurance for lockers facilities, against loan (as a loan protector) sometimes Bank manager transferred or resigned etc.
So in above all situations & circumstances policy holder is the sufferer.
BeWealthy as a team have launched an innovative & unique concept wherein we offer our services consultancy & knowledge on existing policies. A to Z services would be provided by us like renewal premium payment reminders & pick ups, updates on bonuses & fund values, assist in Claim settlements & provide consultancy & recommendations. We want all your policies & premium to be protected in your presence & absence. There is a need to have a strong mediator between a manufacturer (Insurer) & end user (Policy Holder) & “BeWealthy” is the answer to it.
We have created our own portal for policyholders to have easy accessibility of their insurance portfolio.
We have 3 packages with unmatched value propositions depending upon the portfolio.
SILVER/GOLD & PLATINUM.
Our endeavour is to give everything under one roof.