Lodging a claim

Unfortunately there may come a time when you have to lodge a claim on your insurance policy. We believe this is the true test of your relationship with your insurance advisor. We know that any time when you have to claim on your insurance can be stressful and you may also be dealing with other issues. So, we are committed to providing you with fast, efficient and personalised service that gets your claim sorted smoothly.

Our service includes:

  • providing you with your Insurer’s Claim Form
  • arranging for a Loss Assessor to be appointed if necessary
  • guiding you carefully through to completion of Claim Form
  • submitting your Claim Form to the Insurer on your behalf
  • providing ongoing advice to ensure a fair and reasonable settlement

Lodging a claim:

  1. Contact us so we can discuss what’s happened and carefully review the event/s against your insurance cover.
  2. We’ll send you the relevant claim form/s and outline any other documentation your Insurer is likely to require.
  3. Fill out your claim form in as much detail as you can. (Remember, if you have any questions we’re always here to help!)
  4. Post or email your completed claim back to us so we can check everything and then forward it to the Insurer on your behalf.
If you have a question about lodging a claim or would like to discuss our services please get in touch.

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