Claims Service

 

Zoe Jenkins

It was a very, very great relief to me that Succession Matters completely took over the claims process.  This significantly reduced my stress levels at an incredibly difficult and traumatic time.  My sincere thanks and gratitude to Denise, Adam and the whole team.

Toni Circosta

My claim was paid in full and was settled less than a month after it was lodged. I credit the hassle free process to the thorough and efficient handling of my case by all the staff at Succession Matters. I cannot recommend them highly enough for their professional approach to a delicate, stressful situation when you are at your most vulnerable.

Sonia Carr

Words cannot describe how grateful we are for the professional assistance Succession Matters gave us with handling the financial claims. We had been to two big companies, advertised on TV, as well as a financial advisor, and they had basically written us off.

Susan & Peter

Our insurance investment started many years ago. With a young family and a new business, we thought it wise to invest in a range of insurances to act as a safety net, financially protecting ourselves, our children and our business should future need arise.

On more than one occasion over the years, we have realised the benefit of our investment in insurances. When it came to submitting a claim, Succession Matters guided us through the claims process, liaised with the insurance company on our behalf and showed a genuine interest in our well-being and progress.

Our most recent claim, following an unexpected health trauma, has been a long and emotional one. It has been of great comfort to know that the team at Succession Matters, and in particular Denise,  have been working in the back ground to secure the success of our claims, relieving the financial burden resulting from the trauma.

We feel very fortunate to be associated with Succession Matters & would highly recommend their services.

We’re there when it matters most

When adversity strikes our lives are thrown into turmoil often creating a sense of despair and anxiety.

We believe in being there when it matters most and helping you cope with life’s realities such as the loss of a loved one, the trauma of dealing with a life-threatening illness and the impact of losing our ability to generate an income due to an illness or accident.

Making a personal insurance claim can be challenging, especially for the uninitiated. At Succession Matters we pride ourselves on making life easier by advocating on your behalf with the insurer and resolving your claim in a timely manner.

Claims Service Flyer
Total Claims Paid

Why choose Succession Matters?

  • Over 60 years in combined proven claims experience
  • Inherent understanding of Insurers and the policy definitions that impact claims outcomes
  • Robust processes to enable claiming as simple as possible
  • No obligation Discovery meeting to understand your circumstances and determine appropriate course of action

Our Claims Process

At Succession Matters, our Claims Service is all about understanding your claim and assisting you to get the best possible outcome from your insurer in time of need.

We will guide you through the entire process from initial appointment, information gathering, paperwork completion, communication with insurers to the final payout. We understand the claims process and policies and will strive to get you and your family the best financial outcome – in a professional and timely manner.

“Your claim requires extraordinary service”

Service Second to None.

It is rare to find a team who are so passionate, professional and dedicated. Succession matters have strong customer focus, which is a truly genuine asset.

Recently my husband, Mark, suddenly and unexpectedly, became ill. He was hospitalized for an extended period of time and then required further time at home to recover. It was months before he could return to work.

As a business owner and agitator driver, our family relied on Mark being fit and well to generate an income to cover our personal and business expenses.

Fortunately we had good advice when setting up Marks income protection policy some years earlier. Like most people, however we never thought we would be in the situation where we would need it.

After contacting Brook, our claims manager, we were immediately put at ease. He took the time to understand our situation and managed our claim with compassion and vigor. He communicated and supported us every step of the way. With Brooks insight and determination he was able to provide us with a positive outcome in a timely manner.

Our financial stress was removed knowing our claim was in capable hands, allowing us time to focus on the more important thing.

We couldn’t thank you enough

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