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Advised a 34‑year‑old IT professional on sum assured calculation based on existing home loan and child education goals. Recommended a 1‑crore term plan with critical illness rider.
Health Claim · 10 Mar 2025Assisted a freelancer in appealing a denied hospitalization claim. Gathered missing pre‑existing condition records and submitted a revised claim with proper documentation. Approved within 12 days.
Motor Renewal · 6 Mar 2025Reminded a small business owner about expiring motor policy. Renewed 18 days early, retaining 50% NCB and adding zero‑depreciation cover for the sedan.
Travel Insurance · 2 Mar 2025Compared three travel insurance plans for a consultant traveling to Southeast Asia quarterly. Selected an annual multi‑trip policy with baggage delay and medical evacuation cover.
Term Life · 25 Feb 2025Guided a marketing manager on porting group term cover to an individual policy after switching employers. Explained portability window and premium impact.
Health Renewal · 20 Feb 2025Helped a couple expecting their first child upgrade from a basic health plan to a family floater with maternity cover and newborn baby cover from day one.