CLAIMS PREPARATION

Prepare for a claim conversation.

Organise the basics before contacting the relevant claims team. Actual requirements depend on the current policy and claim circumstances.

FIRST STEPS

Start with the policy or cover reference.

Claims processes vary by product and insurer. Use this checklist to prepare, then confirm the current claims channel and documentation requirements.

Locate the policy / membership referenceUse the latest schedule, certificate or correspondence available.Confirm the current claims contact channelDo not rely on an old phone number or email address.Ask for the current document listRequirements can depend on the event and relationship.Keep copies of submitted informationRecord dates, reference numbers and who you spoke to.Ask what happens nextRequest the expected review process and how updates will be provided.

Need help finding the right channel?

Contact Pallife with the product or policy reference you have available. Avoid sending sensitive identity documents through a general website form.

Contact Pallife