Our Company offers life insurance/family takaful products through our Life Planners, bank partners, online channel, etc. If you intend to purchase/participate in life insurance/family takaful product from our Life Planners, you can enjoy these value-added services.
What services can you expect from our Life Planner?
BEFORE YOU BUY AN INSURANCE POLICY/ PARTICIPATE IN A TAKAFUL PLAN
Deal Only With Registered Life Planners
You can check the status of the Life Planner via the Life Insurance Association of Malaysia’s (LIAM) website or via Short Message Service (SMS). Visit:
Assist You In Choosing The Right Insurance/Takaful Plan
Go through with you the Customer Fact Finding (CFF) form to understand your insurance/takaful needs, financial goals and risk appetite.
Recommend the suitable insurance/takaful plan based on the facts furnished in the CFF form after assessing your needs.
You can check the status of the Life Planner for Takaful via the Malaysian Takaful Association (MTA) website on Public Enquiry on Life Planner’s status. Visit:
http://www.malaysiantakaful.com.my/Customer-Zone/Public-Enquiry-on-Agent-Status.aspx for more details.
Explain Product Features
Explain the product features, benefits payable, exclusions, premiums/contributions and charges.
Provide Product Disclosure Sheet to assist you in making informed decision and to facilitate product comparison.
WHEN YOU DECIDE TO BUY AN INSURANCE POLICY/PARTICIPATE IN A TAKAFUL PLAN
Assist You With The Policy/Takaful Application
Explain the importance of answering the questions in the proposal form fully and accurately.
Submit your application for underwriting after you have signed the proposal form.
Arrange for a medical examination with one of our panel clinics, if required.
Provide information on making a nomination and/or hibah to ensure policy moneys/certificate benefits payable are received by your nominee or beneficiaries in the event of death.
Explain The Policy / Certificate Terms And Conditions
Your policy document/Takaful certificate will be delivered to you (by hand or via post) within 14 days from the application approval date.
Go through the policy/certificate terms and conditions with you to ensure that this is the right insurance/takaful plan that you have purchased/participated in.
DURING THE TERM OF AN INSURANCE POLICY/ TAKAFUL PLAN
Continuous Policy/Certificate Servicing
Assist in renewal process of the policy/certificate.
Provide continuous service e.g. policy/certificate modifications, change of address and frequency of premium /contributions payments. If the Life Planner has left the Company, we shall appoint a new Life Planner for you.
Assist You In Making A Claim
Guide you through the standard procedures on how to file an insurance/takaful claim.
CUSTOMER PORTAL: Please visit our Customer Portal at aia.com.my to view your policy/takaful certificate information.
If you are not satisfied with our Life Planner’s services, or if you require additional assistance, do contact us at: