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 in 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
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.
- The letter should be supported by appropriate facts and figures.
- The letter should contain all the information about the scheme that you have enrolled in.
- The letter should specify the details of the 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.
From,
__________
__________
__________
__________
Date: _____ (Date on Which Letter is Written)
To,
__________
__________
__________
__________
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 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.
Thanking you,
Sincerely,
Name and signature
From,
____________
____________
____________
Date: _________ (date on which the letter is written)
To,
____________
____________
____________
Subject: Insurance Appeal Letter
Respected Sir/Ma’am,
This is to bring it to your notice that I would like to claim my insurance amount of policy number L-39848 which I had enrolled in the year ____(date). As per my _____(policy), I am entitled to _____. _____(Explain why you need this).
I would like to withdraw the insurance amount and I ask you to deposit the amount in the account number mentioned in my papers as soon as possible. Attached herewith is ____(documents).
Hoping for a quick response and action from your side.
Yours sincerely,
____________
(Name and signature)
Insurance Appeal Letter Sample
Here is a sample of an Insurance Appeal Letter.
From,
Rhett Butler,
212, Pivet Drive,
Mystic Falls.
Date: 11 March 2017
To,
Insurance Head,
BIC Beema Nigam.
Subject: Insurance Appeal Letter
Respected Sir/Ma’am,
This is to bring it to your notice that I would like to claim my insurance amount of policy number L-39848 which I had enrolled in the year January 2000. As per my health insurance policy, I am entitled to the amount in case of a medical emergency.
Last week I went to a doctor for a check-up due to some breathing difficulties that I had been facing recently, It turns out that I have a hole in my heart that requires immediate attention. The doctor has suggested that I immediately get an operation and get a stent fit in my heart and some medicines which I will have to take regularly.
As per my policy, I can ask for the amount in case of a life-threatening problem. I would like to withdraw the insurance amount and I ask you to deposit the amount in the account number mentioned in my papers as soon as possible.
Attached herewith is the letter from the doctor along with my medical reports and estimated expense and the insurance policy form which I had filled.
Hoping for a quick response and action from your side.
Thanking you.
Yours truly,
Rhett Butler
Insurance Appeal Letter Email Format
Here is an email format of an Insurance Appeal Letter.
Dear Sir/Madam;
I, the undersigned prospective policyholder 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 LifeLine Policy & also without any defaults; Sir, this appeal has been drafted to request you to look into the matter since it’s pending from the last three months.
Lastly having elapsed 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.
Thanking You,
Sincerely,
Akshay Gavde
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