Insurance Review Self-Assessment

Please note that these questions apply to you or anyone in your household with insurance, such as your partner.

Could you make a claim?(Required)

Insurance is there to be claimed. There have been several times we’ve uncovered a cause for a claim that nobody was expecting, just by asking some simple questions. These questions are since your last review.

Been diagnosed with any kind of cancer (including skin cancer)?

Had any kind of heart attack or stroke?

Had to change your working hours due to health reasons?

Had more than 30 days off work due to sickness or injury?

Had a severe accident?

Been admitted to hospital for any reason?

Been diagnosed with any other serious illness?

None of these apply to me.

Please note that these questions apply to you or anyone in your household with insurance, such as your partner.

Can we save you money?(Required)

There are times when improvements to your health or a change in your occupation can reduce your insurance premiums. So before we check anything else, lets see if we can save you some money? Please check all those that apply.

Quit smoking?

Changed occupation or duties? (ie: transitioned from manual work to office based work, or had a career change)

Had a significant improvement to any chronic health conditions?

None of these apply to me.

Please note that these questions apply to you or anyone in your household with insurance, such as your partner.

Do you have the right amount of cover?(Required)

It’s important to regularly check that your insurance meets your current needs. Whilst some insurance is better than none in a time of crisis, it’s worth checking that your cover is sufficient to provide the financial relief you may need.

Purchase or sale of property?

Purchase or sale of a vehicle?

Increase or decrease of debt?

Increase or decrease of emergency funds?

Changes to your family size? (eg: Marriage/Divorce, new baby, responsibility for parent, child becoming independent, etc)

Change of income for you or your partner? (eg: New job, change of working hours, etc)

Significant change to your non-discretionary expenses? (eg: New lease, school fees, medical expenses, general change in living expenses)

Do you plan to purchase a new car or property with finance?

None of these apply to me.

Please note that these questions apply to you or anyone in your household with insurance, such as your partner.

Would you like us to check the competitiveness of your policy?(Required)

Insurance policies and premiums change, and we are here to make sure you have the most cost effective policy that suits your needs. Reviewing your requirements every 2-3 years ensures you’re policies are on the mark. Would you like to schedule an appointment with one of our insurance specialists to discuss your options?

Yes

No

Do you need help with something else?(Required)

Yes, please call

Yes, please contact me to arrange a meeting

No thanks

First name(Required)

Last name(Required)

Phone number(Required)

Email(Required)

Is there anything else you would like to let us know?

This may include changes in contact details, feedback, or anything else.

Insurance Review Self-Assessment

Insurance review self-assessment