Keep your policy documents easy to find
A small amount of organisation can make policy service conversations easier.
Keep the core documents together
- Policy schedule and complete wording
- Application and declarations, where available
- Payment receipts and renewal notices
- Insurer service and claims contact details
Protect access
Store digital documents in a secure place and share them only with people who need them for a specific service. Never include passwords or verification codes in a support message.
When you need to make a claim
Locate the insurer's claims instructions and keep a record of the claim reference, documents submitted and subsequent correspondence. Requirements differ by product and situation.