Identity, evidence, beneficiaries
Supporting-document completeness check
A checklist pass over identity copies, medical reports, financial evidence, beneficiary papers, and product-specific attachments against the insurer’s own list and what the application itself claims is enclosed.
The list we work from
We start with your product checklist, not a generic template. If a fire proposal asks for a layout sketch and the pack has a photograph instead, that is recorded as a substitution, not a pass. Missing IC backs, unsigned beneficiary pages, and medical reports older than the form’s own dating rules are listed the same way.
Paper, scan, or mixed
Original packs can be reviewed at 35 Regat Dato Mahmud by appointment. Scanned PDFs should arrive as one file per application, named with the proposal number. Mixed rooms of paper and scan take longer because we have to say which version we read.
Fee and timing
From RM 2,400 for a 30-file completeness pass without narrative findings.
Two to five working days when documents are already scanned and named.
To start, send the product lines, an approximate file count, and whether packs will arrive as paper or PDF. We reply with a written scope before any files leave your office.