Submitted By

“A comparative Analysis of
Shubham saxena
Role of Insurance Agent In Roll No. : 2020055
Marketing Batch : 2020-2022
 INDEX
1.     Introduction of the study
2.     Rationale of the study
3.     Research Problem
4.   Objectives
5.  Research Method
6.   major Findings
7.     Conclusion
8.     Recommendations
9.     Implications
10.     Key Learnings
Introduction Of The Study

The Study Basically conducted to study Role of

Insurance Agent In Marketing

The Study Basically is Insurance Agent Helps in

Promoting & Selling of Insurance Products &
Service To its Customers

The study Basically is To Find Out How to Select

Insurance Plan and from Where We Have To Buy
 Rationale of the study

1. To gain new and valid ideas.

2. To know the current issues as regards to the research area.
3. To gain more knowledge, by direct and personal experience.
4. To broaden the perspective and set the work in context.
5. To know the actual importance of this research.
6. To spot the areas which have not been researched
Research Problem

 Difficulty in selecting a suitable insurance policy out of different type of policy present in insurance
market .
 No customize platform present for insurance agent to promote himself and have communication
with user .
 Lack of knowledge in the hand of user for investing in appropriate insurance policy .
 Objectives

 To study the investment pattern by the respondents

HEALT
in insurance policy H
LIFE

 To know the perception of investors for investing

in insurance policy FAMIL BUSSINESS
Y
 To identify the most demandable policy of insurance
 To find which policy in insurance is better CA TRAVE
 To identify the risk & return involved in insurance R L
 Research Method

Primary Data.

Primary data is the first hand data collected by the researcher directly it's the fresh
data. The sources of primary data from this study purpose are as follows :

1. Questionnaire
2. Surveys
Major Findings

 34% of the respondent are interested to have insurance agent for concern and information
regarding insurance policy .
 32% of users use internet for the information regarding insurance where as 38.7% of users consider
agent referred by family and friends .
 Major insurance are taken in automobile sector .
 21.9% of people said that information provided by insurance agent is very useful and as per their
need.
 31.3% users said that insurance agent is highly professional and knowledgeable , helpful to
insurance
Conclusion

 Insurance sector is booming and growing sector but some changes can create a good job
opportunity for the new entrance .
 Insurance agent play a very vital role in connecting consumer to the insurance organization .
 It’s the agent who demonstrate as well as promote the insurance organization to the insurance
 Since insurance agent provide vital financial advisories hence he must have a appropriate
qualification
    Recommendations

1. Print media

2. Free consultation counters

3. Excellent advertisement

4. Good campaigns
 Key Learnings

1. Learnt about the working of an industry (insurance industry).

2. Learnt how an industry dealt with the pandemic.
3. Understood the factors considered for the decision making.
4. Understood economic theory of demand-supply relationship.
5. Learnt about the role of working capital in the industry.
6. Came to know about the reasons why liquidity crunch has raised.
7. Understood how the government policies impact the industry for its smooth revival.
8. Understood how industry had tackled the problem of liquidity crunch.
9. Understood different aspects of finance and accounting in its practical form