Prepare a defined insurance marketing and distribution model with the required people, controls and application records. BIAT helps define the scope, organise supporting records and coordinate the next steps for your requirement.
About Insurance Marketing Firm Registration
How we can help
- Business-area and activity assessment
- Personnel eligibility and training review
- Sales, disclosures and grievance procedures
- Application preparation and follow-up
What to prepare
Prepare these records for an initial assessment. The final checklist depends on your circumstances.
- Entity and promoter details
- Business plan and proposed operating area
- Personnel credentials and financial records
Deliverables, fees & timeline
The proposed insurance marketing firm registration engagement starts with a review of your records and objectives. The written scope sets out deliverables, responsibilities, professional fees, applicable third-party charges and target milestones. Timing depends on document completeness, complexity and any authority or counterparty review. Ask for a scoped proposal before proceeding.
Regulatory resources
Discuss your requirement
Contact BIAT about insurance marketing firm registration
Call +91 9650 47 6099 or email info@biatconsultant.com. Share a brief description first; the team can confirm the appropriate channel for documents.
Your next steps
A clear scope and organised records make the engagement easier to manage.
FAQ
Answers to common questions about insurance marketing firm registration.
How is an IMF different from an insurance agent?
An insurance marketing firm is a separate registration category. Its permitted activities, personnel and operating conditions must be assessed for the proposed model.
How do I start with insurance marketing firm registration?
Are government fees included in the professional fee?