Simpler ways to smarter policy management
Managing your policies need not be a challenge especially when you have simple and effective ways of managing them at your fingertips! To ensure seamless management of your policy-related requirements, you can choose from the options available at your disposal which are elaborated further in this communication. 1 Key points to help you manage your policy better Ensure that your contact details are updated with us at all times Nominate your beneficiary/ies Keep your family members and beneficiary/ies informed about your policy Specify your policy number in all your correspondence Ensure that all written communication is duly signed by the policy owner Maintain all correspondence related to your policy
2 Your insurance policy is an important financial planning tool to secure your family's future. Therefore, to enjoy uninterrupted cover from this policy, it is advisable to make timely payments to ensure that your policy does not lapse. To assist you, we send regular intimations via SMS, E-mails, renewal notices and calls from our specialised service desk. Premium payment options Automated options (No need to remember payment dates, no need to issue a cheque) Electronic Clearing System (ECS) / Direct Debit (DD): Duly signed Auto Debit Form and a cancelled cheque in original Direct Debit to Credit Card: Credit Card Authorisation Form and a photocopy of the front of the credit card Payment through Mobile Immediate Payment Services (IMPS) Pay premiums from your mobile anytime anywhere. Register with your bank for Mobile banking service. Online options (Anywhere, Anytime) National Electronic Funds Transfer (NEFT): Pay premiums from your bank s website (available across 89 banks) Online Payment via Net Banking: Log on to www.insurance.birlasunlife.com and pay premium (across 40 selected banks) Bill Junction: Register at www.billjunction.com and follow the instructions Bill Desk: Visit www.billdesk.com and follow the instructions Online Payment with Credit Cards and Debit Card: Visit www.insurance.birlasunlife.com We accept all major credit cards (Visa/Master/Diner/AMEX) Walk-in Direct Remittance at the Branch Offices: Make payment only through crossed cheque/dd to your Birla Sun Life Insurance advisor or at any of our branches. Cash up to ` 50,000 can be deposited at any of our branches. All cheques/dd (local) should be drawn in favour of Birla Sun Life Insurance Policy No. xxxxxxxxx. Please ensure cash premiums are paid only at BSLI branches or at authorised collection points. Please collect an acknowledgement for all cash payments made at the branches/to any advisor. Birla Sun Life Insurance (BSLI) will not be responsible for losses incurred, if any, due to cash payments made to any advisor/employee.
Online Access You can now manage your policy through our Website with the help of the access codes (Username/Password) chosen by you. simple steps to generate your Username & Password 1 Log on to www.insurance.birlasunlife.com and click on 'Life Insurance' 3 Do it yourself option Manage your policy, anytime, anywhere. 2 Click on Register 3 4 5 6 Enter your Customer ID and Registered Email ID Select your Username and set your password Complete the account setting form and receive an activation link on your registered Email ID Activate your Username and password by clicking on the link In case you don t have a registered Email ID: Call our toll-free customer care number - 1800-270-7000, answer a few verification questions and register your Email ID. This will be updated in your profile or Please submit a duly filled and signed Policy Service. Request Form (PSRF) along with a self attested valid photo ID proof at our nearest branch. Customer ID is your Client ID which can be located on your policy document. Visit www.insurance.birlasunlife.com for further details.
E-mail Services: By registering your latest E-mail ID with us, you can receive important policy updates such as: Tax Certificate Policy Account Statement Financial/Service information Username and Password for online access Digitally signed Premium Payment Receipt SMS Services: By registering your latest mobile number with us, you can receive important policy updates such as: Payment Alerts and NAV Alerts Service Confirmations Receive Allocation Payment Receipt Confirmations Switch Details Payment Details Premium Payment Reminders 4 Benefits of updating your contact details We would also like to draw your attention to a host of services that you can avail by updating your Mobile, Landline, E-mail ID and Mailing Address.
Nature of requirement IVR Contact centre* Web Obtain policy related information NAVs Fund Details Premium Due Date and Amount Investment Report (Fund Fact Sheet\Fund Flash) Policy Account Statement Tax Certificate Reinstatement Quotation Premium Due Statement ECS Registration Status and Transaction Status Duplicate Premium Receipts Premium Paid Certificate Carry out policy related transactions 5 Services at a glance Enjoy convenience with our self care options and other services. Remit Premium (Policies in-force) Switch-in-Fund and Allocation Register/change mobile number and email id Generate Website Access Codes Post Queries and/or Register Grievances Download Forms Change Mode/Frequency of premium Premium Payment (Lapsed Policies) ECS Dishonored Transaction Representation Pre-filled Service Request Form Other information Know more about BSLI and its Products and Services Locate a Branch Locate a Medical Centre *Contact centre timings: 9 am to 9 pm, Monday to Saturday - 1800-270-7000 (Toll-free)
6 Contact us To offer you important updates, it is essential for us to have your latest contact details registered with us at all times. You can get in touch with us through any of the following ways: Contact Centre: 1800-270-7000 (Toll-free) Timings: Monday to Saturday, 9 am to 9 pm Website: Log on to www.insurance.birlasunlife.com with your Username and Password E-mail: customerservice@birlasunlife.com Write to us at: Birla Sun Life Insurance Co. Ltd., 5 th and 6 th Floor, G-Corp Tech Park, Kasar Wadavali, Ghodbunder Road, Thane (W) - 400601. Branches: To locate your nearest branch, log on to www.insurance.birlasunlife.com