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The Process - Life Insurance and Critical Illness Insurance

At The Insurance Surgery we aim to make the process of receiving the most competitive life insurance quotations as simple as possible.

We use our experience and contacts to make sure that we apply to the companies we feel will provide you with the best rates.

From your first contact with The Insurance Surgery you will be allocated a Customer Service Executive (CSE) who will be your single point of contact. Your CSE will guide you through the process from start to finish, keeping you informed at all stages.

The flowchart below explains the process of applying to The Insurance Surgery.

Client completes the Insurance Surgery quote form

Customer Service Executive (CSE) contacts the client


CSE recommends one of three courses of action


Apply to 1 or 2 specially selected companies on your behalf

1 or 2 application forms are sent to the client


Client completes and returns application forms


The insurance companies gather medical and other information


Acceptance terms are received


If the terms are acceptable the policy starts


Apply to several companies using 1 application form

1 application form is sent to the client


Client completes and returns application form


The underwriters gather medical and other information


Medical information sent to the Panel of insurers


Acceptance terms are received


If the terms are acceptable the policy starts


Referred to Specialist Insurers




Life Insurance     Travel Insurance     Car Insurance     House Insurance     Annuities    Travel Services
Care Home Funding     Income Protection     Medical Insurance

Price Guarantee - Life Insurance

 

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www.the-insurance-surgery.co.uk is a trading name of The Money Surgery Limited which is an Introducer Appointed Representative (FSA registration number 511725) of The Insurance Surgery Ltd who are authorised and regulated by the Financial Services Authority (FSA registration number 401425). The Insurance Surgery Limited, registered in England No. 5137288 Registered Office: Wood Street Mill, 45 Pickford Street, Macclesfield, SK11 6HB. Telephone 0800 083 2829