Based on the “Act on the Provision of Financial Services and Improvement of Utilization Environment,” we establish this soliciting policy for the sale of various financial products, including insurance products, as follows, and we will conduct our sales activities in accordance with it.
Customer-Centric Principle
– We cherish and respect our customers. This is the origin of all our actions.
– We will respond to inquiries and requests promptly and sincerely, making efforts to understand the purpose of the contract, the customer’s age, and asset circumstances accurately while proposing the most suitable products considering public insurance systems.
– To ensure your peace of mind, we promise to conduct continuous follow-up after the contract. Furthermore, we will take into account your convenience, such as time of contact and location, during our communications and visits.
– For elderly and disabled customers, we will strive to provide careful and easily understandable explanations to avoid any misunderstandings about the product details and mechanisms.
– Regarding life insurance contracts where minors are the insured, we will more cautiously confirm the purpose of enrollment and the amount of insurance, and make efforts for appropriate solicitation and sales.
Always Striving for the Best
– We are always seeking new and better methods.
– We will prioritize protecting the privacy of our customers and will strictly manage any information regarding customers or contracts obtained in the course of our business.
Clear Understanding from the Customer’s Perspective
– The products we handle are not always easy to understand. That is why we never hesitate to provide clear and optimal solutions that are easy for our customers to understand. By doing so, we believe we can provide services that exceed customer expectations and build a trusting relationship.
– To ensure that customers correctly understand the product details and can select the most appropriate products, we will conduct appropriate explanations using materials prepared in accordance with internal regulations such as “Contract Overview,” “Warning Information,” and “Contract Statement/Terms and Conditions,” and we will strive for sufficient understanding from customers.
– We will make efforts to clearly distinguish between life insurance, property insurance, and other financial products to avoid any misunderstanding regarding the products and underwriting insurance companies.
– Particularly for products affected by market fluctuations, such as foreign currency-denominated insurance and variable insurance, we will explain based on the customer’s purpose of contract, age, asset circumstances, investment experience, knowledge, etc., ensuring that they fully understand and are satisfied.
Working together towards success
– We act with sincerity and a strong sense of ethics while combining our efforts towards a common goal, and we engage in our daily work respecting diversity.
– We completely sever all relations with antisocial forces and firmly reject any unjust demands.
Success Insurance Group Co., Ltd.
J Pro Portside builsing 301, 10-35, Sakae-cho, Kanagawa-ku, Yokohama 221-0052
Tel: 045-450-7167 Fax: 045-450-7168
Revised on July 1, 2025
