4 Quick Steps to your Insurance Decision...
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Gather your Information
There is some information that you are going to have to get ready before completing our Online form (Once you have this information in order, then continue on the Step 2):
- a list of your dependents & their birth dates
- details of your annual income
- a list of current assets & their approx. value
- a list of current liabilities & their approx. amount owing
- monthly expenses
- current insurance policies
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Complete the Online Registration Form
A seperate form must be completed for each applicant. If you and your partner/spouse want to be covered, then you must both complete a form. There is a space provided in the form for you to put your partner/spouses name and date of birth.
We will ensure that both applications are placed with in the same file.
Click here to go to the Online Registration Form now!
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We Review Your Needs
Once we receive your complete Online Registration Form, we will begin our assessment. If more information is needed, we will contact you with the details you provided.
The information that you provided to us will be used to determine the best policies and options to suit you and/or your family. As we are not directly affiliated with any one insurance provider, you can rest assured that we will be acting in YOUR best interest.
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You Receive our Recommendations
Once we have complete our assessment, we will be in contact with you in regards to our recommendations. We will advise you of the best options that are available for you and how best they will suit your needs.
We will then ask you if you wish to continue on with this process. If you choose to continue, we will organize all the required documents and make a suitable appointment for you to complete the paperwork. This can be done in person or remotely if need be.
Thank you for choosing to use InsureSmart as your Online Informed Insurance Decision helper!
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