Claims Process
We believe our most important role is supporting you during life’s most challenging moments. That’s why we’re committed to delivering better outcomes when you need it most — at claim time.
Our team is here to make the life insurance claim process as smooth, compassionate, and efficient as possible — working on your behalf to ensure you receive the benefits you’re entitled to.
Claims Handling
1. Initial Discussion
As soon as a potential claim arises, get in touch. We’ll review your policy, explain the relevant definitions, and talk you through what to expect. Even at this early stage, you don’t have to navigate things alone.
2. Claim Lodgement
We take care of lodging the claim with the insurer and ensure all initial requirements are handled correctly from the outset.
3. Documentation Support
We assist with preparing the necessary claim forms and help coordinate supporting information, such as medical or financial records, so nothing important is missed.
4. Submission and Review
All documentation is carefully reviewed before being submitted to the insurer, helping reduce the risk of delays or followup requests.
5. Ongoing management
We deal directly with the insurer on your behalf, provide regular updates, and manage any additional information requests as the claim progresses.
6. Outcome and next steps
Once the insurer has made a decision, we explain the outcome clearly, outline the next steps, and ensure any approved benefits are paid accurately, without unnecessary delay.
