This will take some time to achieve, but to get started, from Monday 24th August we will be sending individual Global Health and Global Protection insurance documents by email in pdf format instead of sending hard copies by mail or courier. For the time being, automatic renewals (i.e. renewals for clients who pay by credit card or direct debit) will continue to receive their documents in paper format. Only clients who pay by cheque or bank transfer will receive their renewal documents in pdf format.
Paper and plastic for Corporate clients
For the time being Corporate clients will continue to receive paper documents and the members will receive their certificates of insurance and plastic membership cards in an envelope. Members will be directed to the web to view/download their membership agreement and claim forms.
The emailing of documents has many advantages:-
- It reduces the burden of paperwork for you and your client
- It will save you lots of time and money forwarding documents
- It provides your clients with on-line access to policy documents
- It provides links to download plan agreements at any time
- It is fast with no postal or courier delays
- It is environmentally friendly
In view of medical confidentiality, we cannot copy you in on documents that contain any medical information. We will therefore email certificates of insurance direct to the client, and we will forward a copy of our covering email to you (minus the actual certificate of insurance).
For the time-being, groups and the individuals who automatically renew by credit card will still receive documents by post, but we have cut the amount of paperwork we send by directing them to download plan agreements and claim forms etc from our website.