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Anonymous

04 Jul 2021

∙

Insurance policies summary and details from different companies. Help :(

Is there any way I can access all of my existing insurance plan at one go (like using singpass etc or other better way?) Got too many to keep track as my parents have bought a lot from different companies but had forgotten about most of it... Thanks!

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PolicyWoke

04 Jul 2021

Turbo-charge Your Savings with REPs at PolicyWoke

Hi Anonymous,

You may consider contacting your servicing financial advisor to open a MyInsurFolio account, and have you on-board as the advisor's client. This way, your advisor will be able to consolidate all your policies' details in one platform.

Disclaimer: PolicyWoke is a resale savings plans broker

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Pang Zhe Liang

03 Jul 2021

Lead of Research & Solutions at Havend Pte Ltd

No, there isn't any centralised system that I know of. Instead, you have to access the individual policies held with each insurer.

For this purpose, I will suggest you to take some time to check with each insurer (e.g. call, appointment, online portal), and consolidate them into a proper insurance portfolio summary. This will make things much easier going forward. In fact, this is a document that all my clients have and I have explained why here: Why Every Client needs an Insurance Policy Summary

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Would anyone be able to share what's the difference between buying the same policies (eg health) from different insurers and what's the USP of each companies that make you choose one over the other?

Do you stick to your agent for insurance you want to add = all under same insurance company? Or do you compare insurances among all companies and have insurance under different insurance company?

Are there any downsides of getting different insurance from different insurers? E.g. getting term from insurer A then CI from insurer B instead of getting CI as an add on to my term policy?

Can insurance policies held under my name from 1 insurance company be transferred to another company, and continue to be held by myself?

Is it possible for different insurance companies to have different definitions for ECI claim? I am asking in the context that both company cover that same ECI condition.?

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Would anyone be able to share what's the difference between buying the same policies (eg health) from different insurers and what's the USP of each companies that make you choose one over the other?

Do you stick to your agent for insurance you want to add = all under same insurance company? Or do you compare insurances among all companies and have insurance under different insurance company?

Are there any downsides of getting different insurance from different insurers? E.g. getting term from insurer A then CI from insurer B instead of getting CI as an add on to my term policy?

Can insurance policies held under my name from 1 insurance company be transferred to another company, and continue to be held by myself?

Is it possible for different insurance companies to have different definitions for ECI claim? I am asking in the context that both company cover that same ECI condition.?

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