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Insurance Appeal Letter

Insurance appeal letters are meant to get the amount that has been deposited or invested in the stipulated programme. The insurance appeal letters can be multipurpose in nature. The letter can be for compensation settlement, doubt clearance, information of the new schemes etc

  • The letter should specify the topic
  • The letter should make clear the specifications of the scheme
  • If complaints, it should be addressed to the proper authority
  • Letter should be supported by proper facts and figures
  • The letter should contain all the information of the scheme that you have enrolled in
  • The letter should specify the details of agent, nearest branch etc
  • If you have any written document in this regard either from the agent or the office, you should submit that too

Insurance Appeal Letter Template

Use our free Insurance Appeal Letter to help you get started. Simply download the .doc or pdf file and customize it. If you need additional help or more examples check out some of the sample letters below.



Date: _____ (Date on Which Letter is Written)




Subject – _______________________(Mention the purpose)

Respected _______(Name)


I am _____ (Your Name) and is writing this letter to inform you to kindly note my sad predicament that even after paying regularly the installments for the educational scheme policy in your insurance agency I am not getting timely help. This is to bring before you my case that I have enrolled for the education policy scheme for the benefit of my child and he is about to join the medicine course on this fee. The amount is not yet disbursed and what the officials say is that it cannot be done all of a sudden and take ____ month’s time (mention the duration). This will negatively affect the future of my son and it is in this context that I humbly request you to make some positive moves to dispose my case understanding its urgency of nature and get me justice.

Hope you will get back to me very early



Thanking you.



Name and signature

Download Template (Doc and PDF)

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Insurance Appeal Letter Sample, Email and Example/Format


Subject: Insurance appeal letter

Respected Sir/Madam,

This is to bring to your notice that my claim amount has not been disbursed yet. As a matter of fact I have enrolled in your insurance scheme 10 years back and the scheme I enrolled was education policy which they told will mature after ten years. But when I enquire now they told me that there are certain impediments on the way to clear my payments for it will take 3-6 months time. In fact I deposited this money for my child’s donation fee for securing an MBBS seat at university and the admission here is due in the ensuing month. I am totally in a dilemma. I don’t expect such an attitude from the officials of your insurance agency which holds much credibility outside.

I hereby enclosed all the documents to follow up my case and let me assure you that I will be available for any sort of reference in relation with this case. Hope you will take it seriously and get back with a positive reply and action.



Yours sincerely,

Thanking you,

Yours sincerely,


Meena Vani

Email Format

This kind of insurance appeal letter would most probably be addressed to any concerned insurance matters related departments, branch manager etc to enquire & appeal to look in to renewal, lapse, refund & like issues relating to policies. This would indicate the reference numbers, previous photocopies, supporting documents etc to be briefed up.


Subject: Letter for appeal on insurance matters.

Dear Sir/Madam;

I the undersigned prospective policy holder of your branch; in relation to the subject would kindly request to look in to refund case of policy number L-4657860 dated & issued on 4th Feb’ 2000. Having inquired more than a couple of times at your Powai branch regarding the same issue; but the response was not at all convincing.

Having made regular payment installments in the Long Life Line Policy & also without any defaults; Sir, this appeal has been drafted to request you to look into the matter since its pending from the last 3 months.

Lastly having lapsed since the last 3 months it is my sincere appeal to refund the sum assured amount without consuming more time in completing the paper formalities. Enclosing herewith the necessary policy documents.

Thanking You;


Akshay Gavde.


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