5-Step Streamlined Policy Servicing Workflow
You should not have to wait on insurer helplines or visit a branch for a simple change. Your Advisor prepares the request, submits it to the insurer and follows up until it is done.
Intimation & Request Intake
Send your change request through your Advisor on WhatsApp, phone or email: name, contact details, address or nominee.
Documentation Verification
Your Advisor checks the supporting documents the insurer needs, such as ID, marriage certificate or a cancelled cheque, to avoid rejections.
Direct Insurer Submission
We submit the endorsement request to the insurer through its official service channels.
Underwriting Tracking
Your Advisor follows up regularly and responds to any questions the insurer raises.
Updated Documents
Once the insurer approves the change, you receive the endorsement and the revised policy schedule by email.
Less Running Around. Clear Follow-Up.
One message to your Advisor starts the process, and you are updated at each step.
Keep your policy in good order.
An outdated phone number or a missing nominee can delay a claim at the worst time. Regular servicing makes sure that life changes such as marriage, a move, a new bank account or a new child are reflected in your insurance documents.
Key Advantages
- One Point of Contact
- Documents Checked Before Submission
- Aligned With Insurer Process
We help with servicing across Life, Health, Motor and SME policies from partner insurers.
Update Nominee or Contact Information
Share the details you want to change. Your Advisor prepares and submits the request to the insurer.
Retrieve Lost or Damaged Policy Copies
We coordinate with the insurer to obtain duplicate policy documents and premium receipts.
Documents for Policy Servicing
Select the type of change to see the documents usually required.
Identity & Address Proof
Aadhaar card or passport for a change of residential address.
Name Spelling Correction
PAN card or driving licence showing the correct spelling of your name.
Marriage / Legal Name Change
Marriage certificate or a copy of the official gazette notification.
Mobile & Email Update
OTP verification through the policyholder's registered mobile number.
Family Member Addition
Birth certificate for a newborn or marriage proof for adding a spouse.
New Nominee ID Proof
Aadhaar or PAN copy of the person you are nominating.
Cancelled Bank Cheque
Cheque leaf with the policyholder's name printed, for direct bank credit.
Appointee Declaration (if minor)
Guardian consent or appointee form if the nominee is under 18 years.
ECS / NACH Mandate Form
Signed bank mandate to change the account used for premium debits.
Sum Insured Revision Form
Medical declaration if you request an increase in sum insured during the term.
Requirements and time frames depend on the respective insurer.
Common changes we help with.
Select your servicing need.
Add a newborn child or spouse
Include dependants mid-term in your family floater health policy, subject to the insurer's rules.
Update nominee assignment
Name primary and contingent nominees with the right shares.
Relocation & address change
Update your residential address, and check whether location affects your premium.
Change bank account for ECS
Change the bank account for premium debits to avoid an accidental lapse.
Policy Servicing Capabilities
From simple contact changes to endorsements that need insurer approval.
Non-Financial Changes
Name corrections, address updates, mobile and email changes, and help getting duplicate policy documents.
- Time frame depends on the insurer
- Digital document submission where the insurer allows
- Endorsement copy shared with you
Payment & Bank Changes
Changes to ECS or NACH mandates, premium payment frequency and the bank account used for payments.
- Mandate details checked before submission
- Help avoiding failed premium debits
- Reminders so that cover does not lapse
Cover & Nominee Revisions
Increase in sum insured, addition of riders, adding members mid-term and policy assignment, as the insurer permits.
- Help with insurer's underwriting questions
- Guidance on nominees for minors
- Waiting period credit explained where applicable
Need a change made to your existing insurance?
Talk to our servicing team. We review your policy schedule, prepare the request, submit it to the insurer and follow up until the updated documents reach you.
Frequently Asked Questions on Policy Servicing
Answers to common questions about changing details and maintaining your insurance policy.