Tips on portability: Want To port?

You will need lots of support

The terms and conditions of an insurance contract are not easy to understand. Buying correct health insurance is not easy; porting of insurance will be as difficult. You have to accept the terms of the new insurer and may lose some of the benefits you already had with the existing insurer. Here are some tips for you.

•    Advises Fali Poncha: “Policyholders have to understand the sub-limits, co-pays and other terms of the new policy before porting. It will entail finding a policy with more or less same terms. If you want to increase the sum insured, the differential sum insured will be treated as a new application and rules for the new customer will be applicable for it.”

•    Some private insurers have already started plans to poach customers with portability. If you already have a policy with one of the four public-sector insurers with a life-long renewal, why would you port to a private insurer offering maximum renewal age? Look for private insurers with life-long renewals.

•    Check if you will need to undergo a medical test.

•    Give ample time for the portability process to work. Apply for portability at least 45 days before the expiry of the existing policy. This will give time to the new insurance company to do a medical test, retrieve information from the existing insurance company and then underwrite and accept the risk.

•    If you are confused, don’t port. The customer looking to port should preferably employ a broker to get good guidance and advice regarding the insurance company to select. The customer does not pay the broker.

Comments
Hoshang Nekoo
1 decade ago
Mr. N Kini, When VRS was declared in Banks and other companies Insurance Companies including Life Insurance co. advertised in the media inviting people to become an agent. Free walk in interviews etc. The new recruit had to undergo Training as stipulated by IRDA. The class room attandance, the final test taken at many centers and with what knowledge on insurance the candidate came out to go into the field is anyone’s guess. Most of them got the Visiting Card printed as an Insurance Advisor licensed by IRDA. With many insurance agents in the field for over3-4 decades never called themselves an insurance advisor. What happened next was they started eating into established business of senior agents by offering so called incentives to the clients. With no field experience and the product knowledge such agents are now in plenty. Therefore do not compare an agent of repute with new recruited agents who is only out to complete the quota and grab some ones business. It is for the person taking the policy to verify experience and standing of the agent before taking out the policy and regret later.
nagesh kini
1 decade ago
Thanks Raj for your two reports on Health Insurance Portability.
What IRDA has done in the name of Portability is a half baked circular, if at all it can be considered to be one. It is full of gaping loop holes that make the entire exercise abort before take off.A lot of them need to be ironed out before it is operationalized on july 1,2011.Else it will be like the cartoon literally jumping from the frying pan into the fire.
Unfortunately more particularly for the elders, moving away from the existing insurer and another refusing cover can be dangerous to say the least.
IRDA has necessarily to build in safeguards to come out uninjured from this 'loveless marriage' with a seamless divorce.
MoneyLife with the Insurance Brokers needs to come out with BASIC policies with essential features.After the common insured seek simple Health Hospitalization covers. More light needed on Critical Illness covers that most agents don't promote, god knows why!
In response to Hoshang Nekoo, I'd like to clarify that most of them indulge in mis-selling as they are not at all conversant with the policies. They just want to complete their quotas. They simply play the vanishing trick when it comes to rendering assistance in filing claims. I know of an agent advising a senior CA that he'd have to forego no claim bonus for a overnight hospital claim on a policy where the NCB is a mere 5% increase in the sum insured that has a 30% cap that was reached. Most of the agents are part timers not fully equipped to answer deeper queries.
Hoshang Nekoo
1 decade ago
Why do you advocate going to a broker. An agent gives much better service to Medicalim Policy holders then a broker in the event of a claim. IRDA has made agent stick for years together to one Life and General Insurance Company irrespective the insurance company is good or bad in its dealing or has no better product to offer which the other competitor insurance company has. On the other side IRDA gives license to a newly appointed BROKER to deal with several insurance companies be it Private or PSU having at their disposal insurance product to suit customers need. Therefore don’t blame the agent who is also licensed by IRDA to be in business that is left with only the product of his insurance company is suitable or not suitable to persons need. In any way the agent is honest to sell his Insurance product he is given to sell and in no way cheating the customer. Perhaps IRDA will put a thought to remove the restriction on agents who are agents for 2-3 decades.
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