Insurance Agents - Their Role, Values and Ethics

Insurance is a growing business in India. Insurance isbehalf of the customer in order to sell a policy. He is
sold by insurance agents. The role of agents are vital.required to be fair to both the customer and the
They are responsible for the reputation of thecompany while a policy is being sold.
company they are working for and they also haveInsurance is mostly for protection purpose. It
their obligations towards their clients.involves long term dedication on behalf of the
The IRDA or the Insurance Regulatory Board of Indiacustomer. An agent can't sell a policy by telling that
has laid down code of conduct for the agents. Let usinsurance is a short term contract. He is liable to
discuss some of the code of conducts.explain to a customer that insurance is a long term
An agent can't hide facts while selling a policy. He hascontract. Even in case of ULIPs, an agent must
to be transparent to the customer.explain that they are long term contract although
An agent can't magnify the benefits of a policy toULIPs are a form of investment coupled with
the customer.insurance benefits.
He is responsible to properly explain the nature of aAn insurance agent is the sole contact point between
policy to the customer as that will help the customera customer and an insurance company. So he must
to take an informed decision.be fair and ethical while selling a policy as that will also
An agent can't hide facts from the company onprove to be beneficial to him.