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HDFC ERGO General Insurance Company Limited Health Eurasia Proposal Form (All fields are mandatory and fill in CAPITALS only) Application Number Sourcing Channel / Agent / Broker Name CP Code Sourcing

How to fill out ergoassess form

How to fill out HDFC Ergo proposal form?

1. Start by gathering all the necessary information and documents required for the proposal form. This may include personal details, contact information, policy details, previous insurance history, and any other relevant information.
2. Carefully read through the entire proposal form to understand the questions and instructions. Make sure to fill in all the mandatory fields, as leaving any section blank may lead to delays or rejection.
3. Begin by providing your personal details such as name, address, date of birth, occupation, and marital status. Ensure that the information is accurate and up-to-date.
4. Next, enter the details of the policy you are applying for, such as the type of policy, sum insured, and policy term. Double-check the information to avoid any mistakes.
5. If you have any existing insurance policies, you may be required to provide details about them, including the names of insurance companies, policy numbers, and expiration dates.
6. Proceed to answer the medical history questions. Be truthful and provide accurate information about your past and current health conditions, medications, and any ongoing treatments.
7. If you undergo any specific medical tests as part of the proposal, make a note of it in the relevant section and attach the test reports or certificates if required.
8. In case you are opting for add-ons or riders with your policy, carefully select the ones you require and provide the necessary details as requested in the form.
9. Review the filled-out proposal form thoroughly before submission. Ensure all the information provided is correct, and make any necessary corrections if required.
10. Sign and date the proposal form at the designated places to confirm the accuracy of the provided information.

Who needs HDFC Ergo proposal form?

1. Individuals who are interested in obtaining insurance policies offered by HDFC Ergo like health insurance, motor insurance, travel insurance, or any other policies provided by the company.
2. Anyone who wants to apply for insurance coverage with HDFC Ergo is required to fill out the proposal form. This ensures that all the necessary information is provided accurately and enables the company to assess the applicant's eligibility and determine the premium amount.
3. Whether you are a new customer or an existing policyholder looking to renew your insurance, the proposal form is essential to initiate or continue the insurance coverage with HDFC Ergo.

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What is hdfc ergo proposal form?

The HDFC Ergo proposal form is a document that needs to be filled out when applying for an insurance policy with HDFC Ergo. It contains information about the applicant and the insurance coverage they are seeking.

Who is required to file hdfc ergo proposal form?

Anyone who wishes to obtain an insurance policy with HDFC Ergo is required to file the proposal form. It is mandatory for all applicants.

How to fill out hdfc ergo proposal form?

To fill out the HDFC Ergo proposal form, you need to provide accurate and complete information about yourself and the insurance coverage you are seeking. The form can be filled out online or in physical format, and it will require details such as personal information, policy details, and any other relevant information requested by HDFC Ergo.

What is the purpose of hdfc ergo proposal form?

The purpose of the HDFC Ergo proposal form is to gather necessary information about the applicant and the insurance coverage they are seeking. It helps HDFC Ergo assess the risk associated with providing insurance and determine the terms and premium amount for the policy.

What information must be reported on hdfc ergo proposal form?

The HDFC Ergo proposal form will require information such as personal details (name, contact information, age, etc.), policy details (type of insurance, coverage amount, etc.), medical history (if applicable), and any other relevant information related to the specific insurance policy being applied for.