Insurance Advisory
Insurance is financial armor, not an expense. At Make My Bank, we guide you to the right coverage—life, health, property, or liability—helping you manage risks smartly without overpaying. We educate, compare, and align insurance to your goals, risks, and budget.
What We Offer
Needs-Based Insurance Planning
- Risk assessment across life stage, income, and family goals
- Evaluate current insurance and coverage gaps
- Identify optimal policy types based on actual need
Life & Term Insurance Guidance
- Help choose sum assured and policy duration
- Compare term, whole-life, ULIPs, endowment options
- Understand nominee rights and tax implications
Health Insurance Optimization
- Assess employer and personal plans
- Choose between individual vs family floater
- Add critical illness, maternity, and senior coverage as needed
General & Business Insurance Advisory
- Property, fire, theft, and business risk cover
- Vehicle and travel insurance
- Cyber insurance and liability protection for professionals
Claim Process & Policy Audit Support
- Review claim settlement ratios and exclusions
- Assist in documentation and claim support
- Annual insurance audit to avoid under- or over-insurance
