List of documents

This article is created with the intent of assisting agents with the list of documents required for various processes such claims, endorsements, cancellations etc.

life_correction_of_nominee_relationship_with_insured
endorsement endorsement_type documents_required correction_of_nominee_relationship_with_insured non_financial - Written consent from the policy registe...
Wed, 29 May, 2024 at 4:36 PM
life_claim_documents
sr_no document_name nature_of_doc spcl_remarks common documents 1 Claim form mandatory duly filled & attested by Claimant/Nominee 2 Bank detai...
Wed, 29 May, 2024 at 4:37 PM
Health_IPD_claim_documents
document_name nature_of_doc spcl_remarks Claim form A mandatory signed & stamped Claim form B mandatory signed & stamped ID proof (PAN / Aa...
Wed, 29 May, 2024 at 4:47 PM
motor_acko_claim_intimation_flow
 
Sun, 9 Jun, 2024 at 12:06 PM
motor_acko_endorsement_flow
 
Sun, 9 Jun, 2024 at 12:07 PM
Motor | Claim Intimation Process - Inbound Call
Sun, 9 Jun, 2024 at 1:21 PM
Motor | Claim Intimation Process - Email & Bot
Sun, 9 Jun, 2024 at 1:22 PM
Shop | Claim Intimation Process - Inbound Call
Sun, 9 Jun, 2024 at 1:24 PM
Shop | Claim Intimation Process - Email & Bot
Sun, 9 Jun, 2024 at 1:25 PM
Motor | Claim Intimation Script
Motor Claim Intimation Script <<<Phone rings >>> Agent:  Hello Sir/Madam, I’m <agent_name> from Paytm Insurance Broking. Ho...
Tue, 18 Jun, 2024 at 5:44 PM