Insurance appeal letters are meant to get the amount that has been deposited or invested in the stipulated program or any financial institution. The insurance appeal letters can be multipurpose in nature. The letter will ask for the money that is already deposited by the client when he is need of money.
For e.g. when a student needs money to pay his education fee, and if he has paid the premiums on time then he can claim the money for payment of fees. An insurance appeal letter is also written when you need a refund of your deposited money from the insurance company. This kind of letter is a formal letter, and hence the tone of the letter needs to be precise and brief in nature. The letter should also hold, along with it, any necessary documents or details that the receiver may require along with this letter The letter can be for compensation settlement, doubt clearance, information of the new schemes, etc
Table of Contents
Insurance Appeal Letter Writing Tips
- The letter should specify the topic.
- The letter should specify the specifications of the scheme.
- If complaints, it should be addressed to the proper authority.
- Letter should be supported by appropriate 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. 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)
I am _____ (Your Name) and is writing this letter to inform you to kindly note my sad predicament that even after regularly paying the installments for the educational scheme policy in your insurance agency; I am not getting timely help. This is to bring 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 of my case, understanding its urgency of nature and get me justice.
Hope you will get back to me at the earliest.
Name and signature
Subject: Insurance appeal letter
I am _____ (Your Name) and is writing this letter to inform you to kindly note my sad predicament that even after regularly paying the installments for the educational scheme policy in your insurance agency; I am not getting timely help. This is to bring to your notice that my claim amount has not been disbursed yet.
As a matter of fact, I had enrolled in your insurance scheme ten years ago, and the plan I had enrolled for was an education policy which was supposed to get matured after ten years. But now when I enquired, 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 a university, and the admission here is due in the ensuing month. I am entirely in a dilemma. I don’t expect such an attitude from the officials of your insurance agency which holds much credibility outside.
I have at this moment enclosed all the documents to follow up my case and let me assure you that I will be available for any reference about this case. Hope you will take it seriously and get back with a positive reply and action.
This kind of insurance appeal letter would most probably be addressed to any concerned insurance matters related departments, branch manager, etc. to enquire & request to look into 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.
I, the undersigned prospective policy holder of your branch; about the subject would kindly request to look into refund case of policy number L-4657860 dated & issued on DD/MM/YYYY. Having inquired more than a couple of times at your Powai branch regarding the same subject, 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 three months.
Lastly having lapsed since the last three months, it is my sincere appeal to refund the assured amount without consuming more time in completing the paper formalities. Enclosing herewith the necessary policy documents.