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CLAIMS GUIDANCE

Support when it matters most.

We help clients understand the typical documents, steps and communication needed when preparing an insurance claim.

Clear guidance.
Tailored cover.
A CLEARER JOURNEY

What happens after an incident?

01

Prioritise safety and reporting

Follow safety, emergency and applicable reporting requirements first.

02

Gather key information

Record incident details, people involved and photographs.

03

Prepare documents

Organise policy details, forms and supporting records.

04

Submit and follow insurer guidance

Provide the required information through the appropriate channel.

05

Stay organised during assessment

Keep copies, references and communication together.

06

Get support where clarification is needed

Ask for guidance when a requirement is unclear.

Claims are determined by the relevant insurer according to policy terms and documentation requirements. Shieldpoint Pillar provides guidance and support but does not determine outcomes.

Important

Claims are assessed and determined by the relevant insurer according to policy terms, exclusions, limits and required documentation. Shieldpoint Pillar provides guidance and support but does not determine claim outcomes.

SUPPORT BEYOND THE POLICY

Good support should continue.

We help you organise information, understand what may be needed and communicate clearly with the insurer.

Motor Claims+

✓ Policy number

✓ Driver’s licence

✓ Police abstract where applicable

✓ Photos of damage

✓ Repair estimate

✓ Copy of logbook

✓ Claim form

✓ Incident details

Medical Claims+

✓ Claim form

✓ Hospital bills

✓ Medical reports

✓ Prescriptions

✓ Discharge summary

✓ Member details

✓ Pre-authorisation where required

Property Claims+

✓ Claim form

✓ Photos of damage

✓ Police abstract where applicable

✓ Asset list

✓ Proof of ownership

✓ Repair estimates

✓ Incident report

Business Claims+

✓ Policy documents

✓ Incident report

✓ Asset register

✓ Photos and invoices

✓ Employee details

✓ Supporting business records

Travel / Luggage Claims+

✓ Travel documents

✓ Boarding pass

✓ Baggage delay / loss report

✓ Receipts

✓ Medical reports

✓ Incident report

1Notify Shieldpoint / insurer
2Gather documents
3Submit claim forms
4Insurer reviews
5Assessment or verification
6Decision based on policy terms
START WITH CLARITY

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