Support on Larger Cases

A 5-Stage Case Support Process

When you meet a high-net-worth client, a business promoter or a complicated medical history, the sales support desk works with you from case structuring to policy placement.

01

Case Intake & Needs Brief

Share the customer's requirements, family details, existing policies, budget and, for businesses, the risk profile.

02

Option Comparison

We compare wording, sub-limits and exclusions across suitable products from partner insurers, and help you shape a proposal.

03

Underwriting Preparation

We help you prepare medical or financial disclosures so that the proposal reaches the insurer complete and accurate.

04

Joint Customer Conversation

A senior Distroo colleague can join your meeting or video call to answer technical, tax and claims questions.

05

Issuance Follow-Up

We help track medical tests, requirements and payment with the insurer until the policy is issued.

Distroo advisory team

Support for Larger Cases.

A senior colleague can join your client meetings on larger or more complex cases.

Co-Advisory

Handle larger cases with experienced backup.

A large term plan or a group health programme for a growing company needs technical care and credibility. Distroo's sales support brings senior colleagues who can help you prepare, present and answer detailed questions.

Key Advantages

  • Senior Colleague Joins Your Meeting
  • Help Structuring Business Risk Proposals
  • Underwriting Requirements Tracked
  • Your Advisor Remuneration Is Not Reduced
5
Stages of Case Support

From intake and comparison to underwriting preparation, the joint conversation and issuance follow-up.

Book a senior colleague for your client call
Co-Advisory Meeting

Book a Senior Colleague for Your Client Call

Have a high-net-worth client or a business mandate? Bring in an experienced Distroo colleague to support your meeting.

Request Support
Submit a complex case
Complex Slip Structuring

Submit a Non-Standard Case

From significant medical histories to complex commercial risks, we help you prepare and present the case to insurers.

Submit a Complex Case
SALES PROTOCOL

Case Preparation Guide

What to prepare so that larger proposals move smoothly with the sales support desk.

Advisor resources and verification tools

Financial Underwriting Proofs

Recent income tax returns and financial statements for higher sum assured cases.

Employee Roster & Claims History

Employee details, number of dependants and past claims history for group covers.

Medical Records

Doctor summaries and test reports that support the proposal where needed.

Existing Policy Wordings

Current schedules that show sub-limits, exclusions and co-payment clauses.

Customer Priorities

A short note on preferences such as hospital choice, riders and budget.

Appointments and verification are governed by the applicable IRDAI regulations.

A team behind you,
on complex cases.

Senior Colleague Attendance

Added credibility in your client meetings.

Underwriting Guidance

Help preparing difficult medical or financial disclosures.

Your Remuneration Stays With You

Case support does not reduce your remuneration as an Advisor.

Focus Lines

Which cases are suited to Sales Support?

Distroo advisor professional development

Case types:

High Sum Assured Term Cover

Financial justification, medical requirements and clear presentation for larger life covers.

Group Health & Business Packages

Group health programmes for companies, with maternity and other benefits explained.

Key Person & Business Insurance

Key person cover and other business structures, with tax treatment confirmed with the customer's adviser.

Commercial Property & Plant

Fire and allied perils, stock valuation and business interruption options for businesses.

Support Tiers

Sales Support for Different Needs

From a video call on a single case to continuing help on a business account.

01 Tier 01

Virtual Co-Advisory

Bring a colleague into your client video call for higher-value retail health and term cases.

  • Scheduled as early as possible after case submission
  • A short briefing before the call
  • A comparison summary for the meeting
02 Tier 02

Business Account Support

Guidance for employee health, commercial property and group accident proposals.

  • A senior colleague can join in-person meetings, subject to availability
  • Help preparing quote requests and proposals
  • Support in discussions with insurers
03 Tier 03

Underwriting Support

Help for cases where the insurer asks for more information or offers terms different from those you expected.

  • Review of medical reports and requirements
  • Help presenting additional information
  • Guidance on available options
Growth Infrastructure

Grow your advisory practice with the Distroo ecosystem

Training, tools, sales support, claims and renewal support, working together so that you can focus on your customers.

DISTROO
Health
Life & Term
Motor
SME
A Distroo team member ready to help
Connect with an Advisor
FAQs

Frequently Asked Questions on Sales Support

Clear details on how case support works and how to prepare.

When you identify a larger or more complex case, share the case brief with the sales support desk. A senior colleague reviews it, helps you prepare the proposal and can join your client meeting as a technical partner.
Case support is part of the Growth Desk. Commission terms are explained when you join, and our team will clarify how this applies to your cases.
Larger life covers, group covers for companies, cases with significant medical history and commercial property or liability needs are typical examples. Our team will confirm for your case.
Please share the case as early as you can. We try to fit in with your meeting schedule, subject to the availability of our team.
We can present your case clearly to insurers and ask about available options. Underwriting terms, exclusions and pricing are decided by the insurer and cannot be guaranteed.