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Review of existing insurance

It’s that time of year where we take a moment to review your insurance. We wanted to let you know that you're approaching the end of your policy year. Most of all, we wanted to thank you for trusting us to protect the most important things in your life.
You'll receive an anniversary letter in the post soon that includes important information about your policy, benefits and premiums. To make sure it reaches you safely, please check that your contact details are up to date. As a result, we wanted to check in and make sure this still fit’s your current lifestyle. Is this policy still fit for purpose? If there are any changes you wish to make to your policies, if you are interested in looking into alternative covers or just have an insurance or mortgage question, please call us on 0800 868 468 or by email and we will get in contact with you. Just a reminder, we are also here to help you through the claims process should you need to claim, even if you’re not sure whether you have a ‘claimable’ condition or not please reach out either by calling us on 0800 868 467 or dropping us an email to ask@insurancenetwork.co.nz

How will this work

01. Initial CONTACT
02. QUICK DISCUSSION
03. Execution
04. POLICIES UPDATE
Reviewing your insurance is crucial to ensure that your coverage aligns with your current life situation, financial goals, and potential risks. As your circumstances change, your insurance needs may evolve, and it's important to make sure you're adequately protected. A regular review can also help identify opportunities for cost savings or enhanced coverage. This review form is specially designed to ensure your insurance plan is still fit for purpose. You can complete it at your leisure, making the process convenient while potentially saving you time and money. This review is a compulsory requirement for you to complete due to our legal obligations from Insurers and Financial Market Authority. If you have ticked Yes to any of the below events or events similar to these, we will immediately contact you so we can discuss the changes and review your insurances. Please complete the review form so we can check if your policy still fit for purpose?
Have your income or employment circumstances changed in the past year?
Are you satisfied with the current level of coverage for you and your family protection?
Have there been any significant changes in your health or the health of your dependents?
Have you taken on any new loan?
Entered into a new relationship?
Had a child turn 21?
Established a Family Trust?
Changed Occupation?
Had a pay increase or decrease? Accumulated a sum of money that enables you to now push your income protection wait period out to a longer wait? (thus saving on your premium cost)
Stopped smoking?
Had a change in Health that may trigger a removal of an exclusion or loading on your insurances?
Are you planning any major life changes in the near future such as retirement or starting a business or moving to a new location?
Changed from a salaried employment to being self employed? Or vice versa?
Your Goals have changed?
Do you want to add a new ownership to your insurance policy?
Have you puchased any a new home or investment property?
Do you need to increase your life cover amount to cover your debt or to support your family?
Do you need a trauma cover or increase your existing trauma cover to cover your debt or support your family?
Do you need income/mortgage/rent cover?
Do you need medical cover for your family or yourself?
Right time to call you
Thank you!
We have received your submission.
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