InsuranceDocument checklist
Health Insurance Claim Checklist
Give this to customers at claim time. Fewer rejections, faster settlement, and you look like the agent who has their back.
Updated 2026-05-07
The checklist
0/8 collected
How to use it
- 1Notify the insurer/TPA as early as possible.
- 2Collect documents during the stay, not after.
- 3Submit complete sets to avoid back-and-forth.
India-specific notes
- Cashless needs pre-authorisation at a network hospital; reimbursement needs originals.
- Notification timelines vary by insurer — check the specific policy.
Common mistakes to avoid
✕Late intimation to the insurer
✕Missing the discharge summary
✕Incomplete bills
Frequently asked
Cashless or reimbursement?+
Cashless at network hospitals if pre-authorised; otherwise pay and claim reimbursement with originals.
Please verify before acting
This output is a drafting aid, not legal, tax, financial or insurance advice. Sections, rates and deadlines must be verified against the actual document and current rules. Have a qualified professional review anything you file or send.