<<<Phone rings >>>

 

Agent: 

Hello Sir/Madam, I’m <agent_name> from Paytm Insurance Broking. How can I help you today?

 

Customer: 

I am suffering from/have been diagnosed with <xxxxxxxx> illness/disease (or met with an accident) and I wish to register a claim on my Health policy.

 

Agent: 

Sorry to hear this. Stay assured. We’ll help you intimate a claim under your Group Health insurance policy and provide you with complete support.

 

Customer: 

Thank you

 

Agent:

We will need to capture a few details for registering a claim with the Insurance Company. Please help us with responses to a few questions. This won’t take long.

 

Customer:

Sure. Pls go ahead.

 

 

Questions

Details

Remarks

Can you please share the COI number available in your policy copy?

COI number of member

 

Please share the primary insured member’s name in the policy

name of group member/insured member

 

Can you please share the contact number of the insured?

Insured contact number

 

Can you please share the email address of the insured member?

Insured email address

 

Please also help us with an alternate contact number of the insured number for future correspondence

Alternate contact no for correspondence

 

Please share the name of patient for whom the claim is being registered

patient name

 

Please share the patient’s registered address

patient address

 

Please share the treating hospital’s name

name of hospital

 

Please share the treating hospital’s address

hospital address

 

Please share the date & time of admission of the patient in the hospital

date & time of admission

 

Please share the date & time of discharge or tentative date & time of discharge of the patient from the hospital

date & time of discharge

 

Please share the diagnosis/name of the illness suffered by the patient as mentioned in the hospital documents

any other information relevant to hospitalization (illness/injury)

 

 

<<Post capturing all the details>>

 

Agent:

Sir/Madam, thank you for successfully providing all the required information for registering this claim. We will now be sharing these details with the Insurance Company and the claim registration will happen within 02 working hours. Once the claim is registered, we shall share the claim registration number with you. Please bear with us till then.

 

Customer:

What are the next steps for the claim?

 

Agent:

Once the claim is registered, our Dedicated Claims Manager will connect with you to provide you end-to-end assistance on your claim. Please bear with us till the claim is registered.

 

Customer:

Thank you. I will wait for your call.

 

Agent:

Thank you sir. Is there anything I can assist you further?

 

Customer:

No. Thanks.

 

Agent:

Thank you sir for calling Paytm Insurance Broking. Have a nice day!

 

<<<End of conversation>>>