Taking a family takaful plan : takaful agent’s perspective

Abstract EN

This article is an illustration of tak¯aful distribution, depicting how a tak¯aful agent makes new clients and the steps it takes to complete the whole process.

Initially, a tak¯aful agent visits a potential customer and collects information related to his financial worth, specific needs of tak¯aful coverage and cost a ordability.

Then, after considering the potential customer’s need and a ordability, the agent selects two customized tak¯aful plans to propose to the potential customer who selects one of the plans that best suits his needs.

After a formal process and through several stages, the tak¯aful coverage for the client is approved and starts.

Multiple parties have played their role in the whole process.

Hence, the article discusses the role of tak¯aful company, medical laboratory, actuary, doctor, bank, income tax authorities, courier, etc.