For agents and intermediaries

Add claim expertise without losing the client relationship.

ClaimEasy invites insurance agents, brokers and intermediaries to explore transparent collaboration models for clients facing difficult claim decisions.

Partner conversationsWrite to support@claimeasy.in or call +91 95001 14478.
Indian intermediaries and claims experts collaborating for a policyholder

The proposition

The claim experience is where trust is remembered.

When a client’s claim becomes difficult, the intermediary is often expected to interpret technical reasons, organise records and negotiate a resolution. ClaimEasy can bring specialist claim assessment and escalation support into that moment.

The partnership structure should preserve transparency, client consent and applicable regulatory responsibilities. Specific commercial or referral terms, if any, should be discussed and documented separately.

How collaboration can help

Specialist support around the policyholder

Independent case screening

A preliminary view can help distinguish a potentially meritorious dispute from a decision that is well supported by the policy.

Technical claim capability

Policy wording, evidence, survey/medical records and insurer correspondence are assessed for appropriate grounds.

Client-centred communication

The relationship and responsibilities can be defined upfront so the policyholder knows who is doing what.

Escalation readiness

Where insurer-level grievance does not resolve the matter, eligibility for Ombudsman or other suitable forums can be assessed.

Who should connect

Built for professionals who stay with the client after the sale

Insurance agents

Strengthen post-sale support when a client needs specialist review beyond routine insurer follow-up.

Insurance brokers

Add focused technical capacity for complex, disputed or escalated personal and commercial claims.

Other intermediaries

Explore compliant case-support arrangements aligned with the role, consent and needs of the policyholder.

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