PRESENTATION- IDEA

Fee Based On-line Non-life

Insurance Support Service

IDEA Insurance Data Execution Assistance

K. S. Burli 09886207965 Bangalore

1http://in.linkedin.com/pub/krishna-burli/17/50/a12

Our Strengths • Dependability

• On-line assistance

• Insurance knowledge• Adaptable to Changing Global

Insurance Market with 34+yrs Experience in P&C

• Relationship with Ins. Co's• Locally & Globally,

• Expert professional • Ex-Non-life Insurance

Executive

• Comfortable activities as it could be mostly on-line with scanned documents exchanged

• Trusted Insurance Support Service


[email protected] 98862 07965


2

http://in.linkedin.com/pub/krishna-burli/17/50/a12

Our

Commitment • Integrity• Sincerity• Transparency• Quality service• Confidentiality• Duty of professional

care to client• Objective &

independent advice on risk & insurance issues



K. S. Burli 09886207965 Bangalore 3http://in.linkedin.com/pub/krishna-burli/17/50/a12

Services• Risk Analysis of Client’s

Business… Insurance Audit• Designing of Proper &

Adequate Insurance Programme.

• Marketing & help Placement of Insurance Programme, if needed.

• Insurance Portfolio Analysis for Review of Existing Insurance Programme

• Insurance Management of New & Expansion Projects

• Claims Management.





Risk Analysis

PURPOSE: a) To understand the

Client’s Business Activities & Plans

b) To identify potential risks.

c) Identify Risks that threaten:– Properties & Business– Liabilities– Persons

d) Devise Comprehensive Insurance Solutions.



GROUP DISCUSSIONS

K. S. Burli 09886207965 Bangalore 5


Designing Insurance Programme

• Asset Exposure Analysis after physical Inspection, if needed

• Sorting of Insurable & Non-insurable Risks• Identifying Available Standard Insurance

Products.• Packaging of Policies to Achieve

Comprehensive Insurance Cover.• Drafting Manuscript Insurance Policy for more

specific Insurance Needs.• Working Alternative Insurance Proposals by

Cost, Deductibles & Coverage Comparisons.





Portfolio Analysis Fundamental

Review of Existing Insurance Programme to Make it

• Adequate• Objective & • Cost effective.

INSURANCE POLICY



K. S. Burli 09886207965 Bangalore 7http://in.linkedin.com/pub/krishna-burli/17/50/a12

Portfolio Analysis - Review Techniques

Risk Analysis of Business Operations :-

• Assets• Earning• Personnel• Liabilities• Future PlansCompilation & Review of

Insurance Policies:-• Coverage• Limits• Deductible• Premium



K. S. Burli 09886207965 Bangalore 8


Portfolio Analysis - Review Techniques

• Review of claims experience :-– Major Losses– Small Losses

• Rough Revaluation for Inflation/Exposure & reporting by an Approved Valuer

• Existing insurance programme:-– Areas for Improvement– Alternative Scheme

• Discuss Cost Benefit with Client





Project Insurance Management • New projects &

expansion programme services during

– Pre-construction Stage

– Construction Stage

– Post Commissioning





Value Added Services

• Alternative Risk Transfer Suggestions

• Information & up- dates on– New Insurance Products

( Zero-depreciation, motor policy for up to 2yrs old Vehicles of select models)

– Developments in Insurance Markets. (De-tariff)

• Design of Comprehensive Reporting System on Losses.





Claims Management

• To Assist the Client in Preparation of Claim Documents.

• To Present the Claim to the Insurer / Loss Adjuster

• To Co-ordinate with Insurers/Loss Adjusters

• To Advise on Loss Minimisation Measures

• To follow up with Insurers for Expeditious Settlement.

• To Arrange On Account Payment on Large Claims.

• To Analyze Loss Event & Advise on Risk Improvement Measures.





Other Services• Advices on Self-

Insurance.

• In house Training to Employees on Insurance Matters

• Specific Services desired by the Client.



