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Start Your Insurance Application

Life, health, general, business and guaranteed income plans — one application, and we match you to the right insurer.

For life insurance

Documents

• PAN card
• Aadhaar card
• A cancelled cheque
• Full-size photograph
• Last 3 months’ salary slips, or 2 years’ ITR if self-employed

Details

• Name, mobile number, an alternate number and email address
• Date of birth, place of birth, gender and marital status
• Height and weight
• Education, employer, designation and total work experience
• Annual income
• The premium you want to pay, and how often — monthly, yearly and so on
• Nominee’s name, date of birth and relationship to you
• Mother’s name

For health insurance / mediclaim

Documents

• Aadhaar card for each applicant
• PAN card for each applicant
• Your previous policy document, if you are switching insurer
• Bank account details — account number and IFSC

Details

• Whether this is a new policy or a switch from another insurer
• For each person to be covered: date of birth, height and weight
• Name, mobile number, an alternate number and email address
• Father’s name and mother’s name
• Address, PAN number and Aadhaar number
• Qualification, occupation and company name
• Annual income
• Marital status, and how many children
• Any insurance cover you already hold
• Nominee’s name and date of birth
• Bank account number and IFSC, for premium debit and any claim payment

A health declaration

You will be asked, for each person to be covered, whether they have ever had any of the following. Have dates and any reports to hand — guessing is what causes trouble later.

• Diabetes, blood pressure, cholesterol or thyroid
• Heart and circulatory conditions, including any surgery or procedure
• Breathing and lung conditions, including asthma and tuberculosis
• Liver and digestive conditions
• Any growth, lump or blood disorder
• Kidney and bladder conditions
• Neurological and mental health conditions
• Joint, bone and muscular conditions
• Any past hospitalisation, treatment or investigation
• Any scan, ECG, blood test or surgery advised in the last five years
• Any condition present from birth
• Any genetic testing you have had
• Tobacco, alcohol and recreational drug use

For motor, travel or business cover the requirements are different and usually much shorter — call us and we will tell you exactly what to bring.

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