Kotak e-Term Plan
Protect Your family’s financial future with Kotak e-Term Plan. Know more
Kotak Assured Savings Plan
A plan that offer guaranteed returns and financial protection for your family. Know more
Kotak Guaranteed Savings Plan
A plan that offers long term savings and insurance in one premium. Know more
Kotak e-Invest
Insurance and investment in one plan with Kotak e-Invest. Know more
Kotak Health Shield
Insurance against medical expenses related to heart, brain, liver and Cancer. Know more
We are pleased that you have put your trust in us. Let’s take a look at some essential steps to take once you receive the policy document in your hand. If there is something amiss with it, you can take immediate corrective actions and save yourself trouble down the road.
Always read the fine print of the policy document. Check all your personal information, bank details, contact details and nominee details correctly. Also review the policy benefits, sum assured, policy term, and the premium amount. If you have doubts, call the insurance company and get your answers.
It is a good practice to inform and maintain a written record about details of the policy and leave simple instructions that can be accessed by your dependents when you are not around to guide them.
Your original policy bond is an important document that ought to be kept safely. It’s a good practice to keep digital records for your review.
If you have several insurance policies, keeping a track of their due dates will be exhausting. You can save yourself the hassle by automating your premium payments via your bank or credit card.
It’s important to inform your nominee about the claim settlement process. In case of an unforeseen event, they should be able to claim without facing any difficulty.
Read more on: What to Do After Buying a Term Insurance
Stay Protected, Stay Secure. Jano Hamesha.
Ref. No. KLI/22-23/E-BB/492
