Pre issuance medical reports

• Medical reports for medicals conducted at the time of policy issuance is not available on iAssist for (FFA) old world policies.
• For old world customers requesting medical reports from the time of policy issuance, the email executive at Cogent will provide the reports directly via email.
• For new world customers requesting the same, the email executive at Cogent will direct them to iAssist for easy access.
• If a customer encounters difficulty downloading medical reports from iAssist, we will request them to share a screenshot of the error for further investigation.

Drafts Section

Pre issuance medical reports – FFA customers (After policy is issued)

Dear XXX,

Thank you for writing to us.

This is with reference to your email dated XXX, with regards to <Plan Name> <Policy Number>.

We understand you need the medical reports which were conducted at the time of policy issuance. Please find the requested reports attached for your review.

If you have any questions or need further assistance, please do not hesitate to reach out. We are here to support you on every step of the way.

Thank you for choosing Bandhan Life Insurance for your insurance needs.

You can also reach us through the following channels:

• Chat now on WhatsApp: Click here or just send a Hi on 9867452226.
• Login to our iAssist portal: iAssist with your Aadhar-linked registered contact number to access your policy details and make the required changes.

Regards,

Customer Service

Bandhan Life Insurance Limited

Kapture Tagging

Case Category: Post-Issuance

Case Reason: Request_Post-Issuance

Sub Case Reason: Medical Reports

Status: Resolved

Pre issuance medical reports – New World Customers (After policy is issued)

Dear XXX,

Thank you for writing to us.

This is with reference to your email dated XXX, with regards to <Plan Name> <Policy Number>.

We understand you need the medical reports which were conducted at the time of policy issuance. You can easily download the reports via our self-service portal, iAssist . For your convenience, here are the steps to follow:

• Visit https://iassist.bandhanlife.com/login
• Log in with your Aadhar linked mobile number and OTP
• On the home page you may click on medical documents / see more
• Download your medical reports

If you experience any issues while logging into iAssist or If you are experiencing any issue while downloading the document please contact us at customer.care@bandhanlife.com from your registered email id and share a screenshot of the error message.

We will investigate the issue and aim to provide a resolution within 2 working days.

If you have any questions or need further assistance, please do not hesitate to reach out. We are here to support you on every step of the way.

Thank you for choosing Bandhan Life Insurance for your insurance needs.

You can also reach us through the following channels:

• Chat now on WhatsApp: Click here or just send a Hi on 9867452226.
• Login to our iAssist portal: iAssist with your Aadhar linked registered contact number to access your policy details and make the required changes.

Regards,

Customer Service

Bandhan Life Insurance Limited

Kapture Tagging

Case Category: Post-Issuance

Case Reason: Process Enquiry_Post-Issuance

Sub Case Reason: Medical Reports

Status: Resolved

Non-medical requirement related (Pre issuance)

Existing Process

When customer shares non-medical requirements agent to share the same with Pooja Landge and inform customer that it has been forwarded and case to be closed from agents end.

Documentation

Non-medical requirements raised

Kapture Tagging

When customer shares non-medical docs-

Category: Pre issuance

Case reason: Document update_Pre issuance

Sub case reason: Non-medical requirement related

Ticket status: Resolved

Application / Issuance status

We would like to inform you that we have forwarded your concern to our relevant team, and they shall get back to you in 2 working days.           

Application / Issuance status

Existing Process

When customers policy is not issued yet and he is asking about his status agent to drop an email to Pooja Landge (ALI52) and Sandeep Yadav for (ALI0000)

Kapture Tagging

If customer enquiries about policy issuance status:

Category: Pre issuance

Case reason: Concern

Sub case reason: Application issuance / Status

Ticket status: Resolved

Draft

We would like to inform you that we have forwarded your concern to our relevant team, and they shall get back to you in 2 working days.

Existing Process 

• If the customer requests to cancel the policy during the pre-issuance stage, the agent will send an email to the new business team.
• The customer will receive a holding response from the agent.
• NB team will forward this case with the respective partner SPOC to retain the customer.
• NB team will follow up with the partner for cancellation. TAT is T+2 day (T being the day partner receive the email from NB team)
• If there is no response received within the TAT, NB team will proceed with the cancellation of the policy.
  
  

Kapture Tagging 

• If case is under follow up with the NB team
  
  

Disposition: Pre-Issuance

Case Reason: Request_Pre-Issuance

Sub Reason: Application / Issuance Status

Ticket Status: Internal Follow-Up

• Disposition after resolution received from NB team
  
  

Disposition: Pre-Issuance

Case Reason: Request_Pre-Issuance

Sub Reason: Application / Issuance Status

Ticket Status: Resolved

Drafts

Cancellation confirmation received from NB team.

Dear XXXX,

Thank you for writing to us.

This is with reference to your email dated XXXXXX, regarding your Bandhan Life 00000000 XXXXXXXXX.

We would like to inform you that the request for your policy cancellation have been registered in our records.

Please be informed that your request will be processed in 7 days.

Regards,

Customer Service

Bandhan Life Insurance Limited

Refund of premium is successfully processed

Dear XXXX,

Thank you for writing to us.

This is with reference to your email dated XXXXXX, regarding your Bandhan Life 00000000 XXXXXXXXX.

Please be informed that as per our record the premium has been refunded successfully on XXXXXXX for Rs: - XXXXXX/- via (NEFT, back to source or cheque)

We request you to check with your bank if the amount is not received then I kindly request you to share your bank statement for further investigation.

Regards,

Customer Service

Bandhan Life Insurance Limited