Making an insurance claim can feel stressful, but at Tony Insurance, we’re here to guide you every step of the way. Whether it’s a life insurance claim, TPD claim, trauma claim, or income protection claim, our role is to simplify the process and support you throughout.
Our step-by-step claims process is designed to help you understand what happens, what’s needed, and how we can assist in making sure your claim is handled smoothly.
Step 1: Notify Us of Your Claim
The first step is to let us know about your situation. You can contact us by phone, email, or online. The sooner you notify us, the faster we can begin guiding you through the process.
Step 2: We Review Your Policy and Entitlements
Once we’re notified, we’ll review your insurance policy to confirm the type of cover you hold and the relevant claim requirements. This ensures that we understand what your policy may allow for before lodging the claim with the insurer.
Step 3: Gather Documentation and Information
Your insurer will need certain documents to assess your claim. These may include claim forms, medical reports, financial details, or proof of events. We’ll explain exactly what’s required and assist you in gathering everything needed to avoid delays.
Step 4: Lodge Your Claim with the Insurer
Once all documents are ready, we submit the claim to the insurer on your behalf. We communicate directly with the insurer to make sure the process is as efficient and stress-free as possible.
Step 5: Ongoing Support Until Outcome
After your claim has been submitted, we’ll continue to track its progress and keep you updated. Our team follows up with the insurer and works to ensure you receive a fair and timely outcome. We’re here to answer questions and support you until your claim is finalised.
One of our Claim Specialists will conduct an initial assessment and contact you to clarify any details to determine if your claim will be successful.
After the initial assessment, we will assist you by gathering and lodging all of the paperwork with your insurer.
Our Claim specialist will work with your insurers Claim Manager to ensure a positive and timely outcome.
If you would prefer to speak with one of our Consultants, our contact details are below. You are welcome to contact us at any time.
Level 27, 101 Collins St, Melbourne VIC, Australia
Book an online appointment
Tony Insurance Life Pty Ltd atf Tony Insurance Life Trust (ABN 12 202 794 800) t/a Tony Insurance are Corporate Authorised Representatives of Sustainable Life Solutions Pty Ltd (ABN 66 655 297 886 / AFSL 536966).
Any information or advice contained on this website is general in nature and has been prepared without analysing your personal situation, financial needs and objectives. All products and information displayed on this website are subject to insurance policy terms and conditions including eligibility criteria, exclusions and, limitations. You should carefully read the Product Disclosure Statements (PDS) and Target Market Determinations (TMD) of the insurers to ensure that the products fit your needs. A copy of the PDS & TMD documents of the insurers are available on this website or by contacting us.
Tony Insurance is only authorised to deal in Life insurance products. Any mention regarding other products and/or services is provided by external third parties and is done under a referral relationship only.