In accordance with the instructions of the Commissioner of the Insurance and Savings Capital Market Authority, with the understanding that the relationship between the client and the insurance agent/agency
Insurance is a long-term relationship that requires from the agent duties of trust, loyalty, professionalism, confidentiality, disclosure at the highest level
As stated in the Law on the Supervision of Financial Services (consulting, marketing and pension clearing system), 2005, and the Law on Supervision
Financial Services (Insurance), 1981-1981, Moshe Parush – Shacharit Insurance and Finance and those working on his behalf, hereby undertake
To the clients of the agency as follows:
1. The ways of contacting the agency for the purpose of receiving service are as follows:
Mailing address: 3/36 Sderot Nahar Yarkon, Beit Shemesh
office@sbit.co.il: to “Email
Phones: 079-5599409 Fax, 079-5599400
Working days and hours: Mon. – Thurs. 9:30-00:15, Fridays, Saturdays, Israeli holidays and festivals, Sukkot and Passover: closed
2. To treat our customers fairly, and with respect, and in full compliance with privacy laws.
3. A licensed employee will respond to the client within 7 business days for any request to schedule a meeting or conversation
4. To give the client an initial answer within 2 business days while giving clear and reasoned answers as much as possible.
5. To transfer to the client or former client at his request, any certificate or document in their possession, within 3 business days.
6. To forward to the manufacturers requests from the client within a reasonable time and all subject to and in accordance with its obligations according to the laws and the agreements with
the manufacturers.
7. To deliver to its clients and/or former clients within 7 days from the date of the request, any document in its possession that belongs to the client’s file.
8. Know the supervisor’s requirements regarding the handling of claims and the procedures of the institutional bodies regarding the handling of claims and deliver
The customer who has contacted regarding a claim the full information about his rights and the methods of action he can take in order to exhaust his rights on
According to the policies in his possession and within 2 business days (claim = demand from the insurance company in accordance with the insurance contract).
9. Those working on behalf of the agency will be familiar with the provisions of the laws in the field of insurance and the circulars of the commissioner, each in their field of activity and will comply
in the requirements of the relevant laws.
10. Refrain from presenting to its customers a presentation that could mislead them, at any stage of their relationship including the pre-contractual stage.
11. The agency undertakes to be familiar with the products that it and those on its behalf market.
12. The agency undertakes that all those acting on its behalf will be aware of changes and updates regarding the field of insurance in which the agency
A dealer will ensure that the workers on its behalf participate from time to time in professional training and further education.
13. The agency appointed Mr./Ms. Sheeran Barry as service manager.
What is stated in the masculine language in this document is for convenience only and refers to the necessary changes to the feminine language.
