Claims Management: Standing By You When It Matters Most

When you need to make an insurance claim, it's likely during one of life's most challenging moments. That's when having an experienced adviser by your side makes all the difference.

More Than Just Insurance - A Partnership

Arranging your insurance is just the beginning of our relationship. As your adviser, I'm here for the long term, providing crucial support when you need to make a claim. For my clients, this valuable service comes at no additional cost.

What to Expect When Making a Claim

When you need to claim, I will:

Meet with you (including hospital visits if needed)
Complete all necessary paperwork
Coordinate medical reports and documentation
Liaise directly with insurance company claims managers
Follow up twice weekly to ensure your claim progresses
Facilitate early release of funds when possible for urgent expenses

Why Professional Claims Management Matters

Insurance companies often have staff handling up to 60 claims simultaneously. Without experienced advocacy, your claim can get delayed or complicated. My role is to:

Ensure your claim receives proper attention
Handle complex paperwork accurately
Manage communication with insurers
Address any issues promptly
Keep you informed throughout the process

Real Stories from Real Clients

Andrew from Geelong shares his experience: "After a significant back injury requiring multiple operations, Simon and his team ensured I received my monthly income protection payment. On many occasions, he facilitated early release of funds so my mortgage and car repayments could be met. His word is his bond."

William from Adelaide reflects: "Simon commenced the paperwork and provided significant information regarding all aspects of the claim process. I received my substantial insurance payment and very much doubt whether a payment would have been forthcoming without his persistence and assistance."

Take Action Today

Whether you're:

An existing client needing to make a claim
Someone struggling with a current claim
Looking for an adviser who'll be there when it counts

Contact me on 0411 519 209 to discuss how I can help.

For current clients, claims management is provided at no additional cost. For new clients seeking claims assistance, I'll outline our service proposition and fee structure during our initial discussion.