Can i ask my insurance agent to compile all the insurances i have with them in a document?

Hi there,

You defintely should ask him to do so, as he is your current servicing agent. However this crucial part that is important to the consumer, is often neglected.

My previous family agent, sold us policies, but none of them bothered to collate all the information to provide a comprehensive view. I do this for all my clients, regardless of whether they hold policies from other insurers.

I expect this much for myself, and I believe everyone should receive the same standard of service.

It is definitely within reason as a consumer to request for a detailed breakdown of your policies, as financial planning's primary focus is to manage your risk, and its important to know the related costs as well.

Have a copy of the total insurance so that you will not have issues when claims is required.