Claims Process

1. As soon as you think you may need to make a claim, contact your insurance adviser to let them know what the situation is. This may be before you have a procedure or once you your treatment is completed.
2. Your adviser will advise you on whether your circumstances will warrant a claim application
3. Necessary paperwork will be sent to you to complete, specialist reports, doctors referrals, invoices, quotes, receipts etc will also need to be included with your claim
4. Your advisor will check your claim form and pass onto the admin team at Assetwise who will send it through to your Insurer
5. Any other information needed may be asked for by either your adviser or the insurance provider.
6. A Claims Officer will assess your claim and may request additional information directly from your Doctor and /or specialist.
7. Once your claim has been assess your insurer and the admin team will be in touch with an update.
8. Once the claims application has been approved, you will receive a refund less your annual excess and this will be explained to you in writing from the insurer

Book Your Insurance Review

To book a review just fill out the details in the form below and we will be more than happy to get in touch to lock in an exact time and date that suits.