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Better Informed Residents. Better Prepared Families. Stronger Communities.

PUNE BIMA YATRA

An Insurance Awareness and Resident Assistance Initiative by Greatbima

Pune Bima Yatra brings practical insurance awareness and individual insurance assistance directly to housing societies across Pune.

The programme is designed to help residents understand their insurance requirements, identify potential protection gaps and seek assistance for their individual needs — while ensuring that the Society-wide awareness session remains educational rather than a product-selling presentation.

No compulsory purchase. No product pitching during the awareness session.

A Society's Wellbeing Goes Beyond Buildings and Facilities

A well-managed Society is not only about maintaining buildings, amenities and common facilities.

It is also about contributing to the wellbeing, awareness and preparedness of the people who live there.

Families can face unexpected medical expenses, accidents, loss of income and other financial risks. Appropriate insurance protection can help reduce the financial impact of such events.

Pune Bima Yatra gives your Society an opportunity to introduce practical insurance awareness as part of its resident-wellbeing initiatives.

Why Pune Bima Yatra?

Insurance is something many people purchase, but fewer people regularly review.

Residents may have questions such as:

Is my Health Insurance adequate for my current family?
Has my Life Insurance kept pace with my responsibilities?
Do I have appropriate Personal Accident protection?
Are my existing policies still suitable?
Have my insurance requirements changed because of a new loan, marriage, children or other life events?
Am I adequately protected, or do I simply have insurance policies?

Pune Bima Yatra creates an opportunity for residents to ask these questions and make more informed decisions.

What Is Pune Bima Yatra?

Pune Bima Yatra is atwo-part Society programme.

Part 1 — Society-Wide Awareness Session

An interactive awareness session is conducted for interested Society residents.
The session may cover:
Health Insurance
Understanding health protection and common coverage considerations.
Life Insurance
Understanding the role of life protection and changing family responsibilities.
Personal Accident Insurance
Understanding protection against the financial consequences of accidents.
Motor Insurance
Understanding important aspects of vehicle insurance and common mistakes.
Insurance Reviews
Why existing policies should be periodically reviewed as circumstances change.
Common Insurance Gaps
Understanding situations where having a policy may not necessarily mean having adequate protection.
The objective is to educate residents, answer general questions and create awareness about insurance protection.
The awareness session is not intended to be an individual product-selling presentation.

Part 2 — GreatBima Insurance Kiosk

Following the awareness session, an optional GreatBima Insurance Kiosk may remain available at the Society for the agreed programme period.
Residents who wish to discuss their individual requirements may voluntarily approach the kiosk to:
Discuss their insurance concerns
Review existing policies
Identify potential protection gaps
Request quotations
Compare available insurance options
Explore additional insurance coverage
Process insurance policies based on their requirements
The resident decides whether to seek assistance and whether to proceed with any insurance purchase.
There is no obligation to purchase an insurance policy simply because a resident attends the awareness session.

Our Approach

Listen. Understand. Advise. Assist.

Pune Bima Yatra is built around a simple principle:

Understand the resident's requirement before discussing an insurance solution.

The Society-wide session focuses on awareness and education.
The kiosk provides an opportunity for residents who want individual assistance to discuss their specific insurance requirements.

We listen first.

We understand the requirement.

We provide appropriate assistance.

The resident makes the decision.

What Does Your Society Gain?

A Practical Resident-Wellbeing Initiative

Financial Awareness

Residents get an opportunity to understand important aspects of insurance and financial protection that are often overlooked.

Better Family Preparedness

Greater awareness of insurance can help families think about how unexpected financial risks could affect them.

Convenient Access

Residents can seek individual insurance assistance within their own Society, without having to visit an insurance office.

Opportunity to Review Existing Protection

Residents can voluntarily bring their existing insurance concerns and discuss whether their current protection continues to meet their requirements.

Access to Alternative Quotations

Where a resident specifically requests alternatives, a representative of Arvind Dhoke (POSP – D2C Insurance Broking) may assist in providing alternative insurance quotations.

Community Wellbeing

The programme adds financial protection awareness to the range of resident-wellbeing activities that a Society may undertake.

No Financial Commitment for the Society

The Society does not need to purchase an insurance product or make a financial commitment to participate.

No Exclusivity

The Society and its residents remain free to obtain insurance from any insurer, agent, broker or intermediary.

Our Commitment to Your Society

No Compulsory Purchase

Participation does not require the Society or any resident to purchase insurance.

No Product Pitching During the Awareness Session

The collective session is designed for education and general awareness, not individual product sales.

No Mutual Fund Marketing

Mutual Funds and investment products are not part of Pune Bima Yatra.

No Endowment or Investment-Product Selling

Endowment policies, ULIPs and other investment-oriented products are outside the scope of this campaign.

No Kickbacks

Investment Reviews Are Separate

Pune Bima Yatra is focused on insurance protection.
The following are not part of the campaign:
Mutual Funds
Investment products
Investment schemes
Endowment policies
ULIPs
Other investment-oriented financial products

If a resident independently requests an investment review or investment-related discussion, it may be handled separately, subject to applicable regulatory requirements and the capacity in which the service is provided.

Such a discussion:
will not form part of the awareness session;
will not form part of the GreatBima Insurance Kiosk; and
will be treated as a separate engagement outside Pune Bima Yatra.

What Does the Society Need to Do?

The process is simple.

1. Register

Submit the Society registration form.

2. Coordinate

Mutually agree on the date, time and venue.

3. Inform Residents

Share the programme information with Society residents.

4. Conduct the Programme

The awareness session is conducted, followed by the optional insurance kiosk.

5. Let Residents Decide

Residents decide whether they wish to seek individual assistance.
The Society's role is simply to facilitate access to the programme.

What Happens After Registration?

01 — Registration

We receive your Society's request.

02 — Confirmation

We contact the Society representative.

03 — Scheduling

Date, time and venue are mutually agreed.

04 — Resident Communication

The Society shares the programme information with residents.

05 — Awareness Session

A practical insurance-awareness session is conducted.

06 — Insurance Kiosk

Residents who wish to discuss their individual insurance requirements can voluntarily approach the kiosk.

07 — Individual Assistance

Insurance is discussed or processed only where the resident chooses to proceed.

About GreatBima

Insurance Awareness. Insurance Assistance. Informed Decisions.

GreatBima / GreatBima.com is a brand and marketing identity of Neeraj Dhoke, an individual insurance agent.
GreatBima is not a separate legal entity, insurance company, insurer, broker, corporate agent or financial institution.

Pune Bima Yatra represents GreatBima's effort to take insurance awareness directly into Pune's housing societies and make insurance-related information and assistance more accessible to residents.

Bring Pune Bima Yatra to Your Society

Give Your Residents an Opportunity to Understand Their Insurance Protection

Your residents may have insurance questions.

Give them an opportunity to understand their protection requirements, ask questions and seek individual assistance if they choose to do so.

Pune Bima Yatra Registration Form

Interested Society's Name *
First name *

First Name of Point of Contact
Last name *

Last Name of Point of Contact
Phone *

Mobile number of Point of Contact
Email *
Preferred Day *

Saturday

Sunday
Society Address *
Expected Participation *

25-50 Residents

51-100 Residents

100-200 Residents

More than 200 Residents
Terms & conditions *

Terms1. About Pune Bima Yatra Pune Bima Yatra is an insurance-awareness and insurance-assistance initiative conducted under the GreatBima brand. GreatBima / GreatBima.com is a brand and marketing identity of Neeraj Dhoke, an individual insurance agent, and is not a separate legal entity, insurance company, insurer, broker, corporate agent or financial institution. Insurance-related services under the GreatBima brand are provided by Neeraj Dhoke in his capacity as an insurance agent, subject to applicable regulatory requirements and the terms and conditions of the respective insurer. Insurance Agent Details Name: Neeraj Dhoke Insurance Agent Registration / Licence No.: __________________ Contact: 9420023268 2. Two-Part Pune Bima Yatra Programme The Pune Bima Yatra programme will generally consist of two distinct parts during the Society visit. Part A — Society-Wide Awareness Session An awareness session will be conducted for interested Society residents collectively. The session may cover: Health Insurance Life Insurance and protection needs Personal Accident Insurance Motor Insurance Common insurance gaps and mistakes Reviewing existing insurance protection Insurance requirements at different stages of life General financial preparedness and risk protection The purpose of the session is to educate residents, answer general questions and create awareness about insurance protection. The group session will not be used for compulsory sales or individual product pitching. Part B — GreatBima Insurance Kiosk An optional GreatBima Insurance Kiosk may remain available at the Society for the remainder of the agreed programme period. Residents may voluntarily approach the kiosk to: discuss their individual insurance concerns; review existing insurance policies; identify potential protection gaps; obtain insurance quotations; renew existing insurance policies; consider additional or new insurance coverage; or process an insurance policy based on their individual requirements. Insurance products may therefore be discussed, quoted and processed at the kiosk when a resident voluntarily seeks such assistance. 3. No Product Pitch During the Awareness Session The Society-wide awareness session is intended to be educational rather than a product-selling presentation. GreatBima will not use the collective session to: pressure residents to purchase insurance; make compulsory product recommendations; require residents to purchase any policy; make individualised recommendations without the resident requesting assistance; or pressure residents into making an immediate purchase decision. Our approach is: Listen → Educate → Understand the Concern → Assist When Requested 4. Voluntary Insurance Purchase Participation in Pune Bima Yatra does not create any obligation for the Society, its committee members or individual residents to purchase an insurance policy. Residents are free to: attend only the awareness session; ask questions; seek a policy review; request a quotation; purchase an insurance policy; or choose not to take any further action. Any insurance policy processed will be based on the resident's stated requirements and will remain subject to the applicable insurer's underwriting, eligibility requirements, terms, conditions, exclusions and premium. 5. Participation of a POSP Representative A representative of Arvind Dhoke (POSP – D2C Insurance Broking) may accompany Neeraj Dhoke during the Pune Bima Yatra programme. Where a Society resident specifically requests alternative insurance quotations or comparisons, the representative may assist in offering suitable alternative quotations available through the applicable brokerage arrangement. Such interaction is entirely voluntary. No resident will be required to obtain an alternative quotation or purchase an insurance policy through the POSP. 6. Investment Products Are Outside the Campaign Pune Bima Yatra is an insurance-protection campaign and does not include investment-product marketing. The campaign will not market, promote or solicit: Mutual Funds; investment products; investment schemes; endowment policies; ULIPs or other investment-linked insurance products; or other products primarily presented as investment or wealth-creation products. The focus of Pune Bima Yatra is: Insurance Protection & Insurance-Related Requirements 7. Separately Requested Investment Review If an individual Society resident independently requests an investment review or investment-related discussion, such a discussion may be considered separately, subject to applicable regulatory requirements and the capacity in which the service is provided. Such a discussion: will not form part of the Pune Bima Yatra awareness session; will not form part of the Pune Bima Yatra Insurance Kiosk; and will be treated as a separate engagement outside the campaign. No resident will be approached for an investment discussion merely because they attended Pune Bima Yatra. 8. Individual Resident Information The Society is not required to provide GreatBima with residents' personal financial, insurance or policy information. A resident may voluntarily provide information directly to GreatBima if they request: a policy review; insurance quotation; renewal assistance; new insurance; additional insurance coverage; or another insurance-related service. 9. Society's Role The Society's role is primarily to facilitate the programme by, where agreed: providing or arranging a suitable venue; mutually confirming the date and timing; communicating the programme to residents; and facilitating reasonable arrangements for the awareness session and kiosk. Participation in Pune Bima Yatra does not constitute an endorsement or guarantee by the Society of GreatBima, Neeraj Dhoke, any insurer, broker or any insurance product. 10. No Exclusivity Participation in Pune Bima Yatra does not prevent the Society or any resident from obtaining insurance from any other insurer, insurance agent, broker or intermediary. Residents remain free to make their own insurance decisions. 11. Policy Terms and Claims Any insurance policy discussed or processed through the GreatBima Insurance Kiosk will be subject to the applicable insurer's: underwriting; eligibility requirements; policy terms and conditions; exclusions; premium; documentation requirements; and applicable regulatory requirements. Neither GreatBima nor Neeraj Dhoke guarantees policy acceptance, premium, claim settlement or any particular policy benefit. 12. Photography and Publicity With appropriate permission, photographs or recordings from the Pune Bima Yatra programme may be used for documentation and promotional purposes by GreatBima. Identifiable photographs or videos of residents should be used for publicity only with appropriate consent. 13. Programme Scheduling Registration of a Society represents an expression of interest and request to participate in Pune Bima Yatra. The final date, timing, duration and programme arrangements will be mutually confirmed between the Society and GreatBima. Either party may request reasonable rescheduling where necessary.
I confirm that I am authorised to register my Society for Pune Bima Yatra and have read and understood the applicable Terms & Conditions. I understand that the programme consists of (1) a Society-wide insurance awareness session and (2) an optional GreatBima Insurance Kiosk for individual residents. I understand that the awareness session is educational and will not involve compulsory insurance purchases or individual product pitching. I further understand that residents may voluntarily approach the kiosk for their individual insurance requirements and that insurance policies may be discussed, quoted or processed based on their requirements. I understand that a representative of Arvind Dhoke (POSP – D2C Insurance Broking) may accompany Neeraj Dhoke during the Pune Bima Yatra programme and may offer alternative insurance quotations when specifically requested by a resident. I understand that such interaction is voluntary and that no resident is required to obtain a quotation or purchase an insurance policy through the POSP. I understand that Mutual Funds, endowment policies, ULIPs and other investment products are not part of the Pune Bima Yatra campaign. Any investment review independently requested by a resident will be handled separately and will not form part of Pune Bima Yatra. I also understand that GreatBima / GreatBima.com is a brand and marketing identity of Neeraj Dhoke, an individual insurance agent, and is not a separate legal entity or insurance company. I further confirm and acknowledge that neither GreatBima nor Neeraj Dhoke has offered, promised or provided, directly or indirectly, any kickback, commission, cash payment, gift, benefit or other consideration in cash or kind to the Society administration, committee members, Society members or volunteers in connection with organising, facilitating or participating in the Pune Bima Yatra campaign.

Please go through the terms and conditions of Pune Bima Yatra Campaign.
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