Find Sources, Evaluate Sources, Establish a Working
Breaking a market into segments & customers whose desires
Results are the specific actions to prevent future problems.
During a totally unrelated conversation with Jatin (JT). I happened to mention that I had a major surgery the previous year. He asked if he could look at my insurance policy to check if I was eligible to make a claim. As a result, I received a lump sum payment from my insurance company a few weeks later.
I was really impressed and very grateful to JT and highly recommend him to anyone wanting insurance advice.
Hope you are well. We would like to thank you for all you have done for us through my partner's illness. Without you and your advice years ago we wouldn't have survived financially and we are so pleased we took your advice and had income protection insurance.
Life certainly threw a curve ball for us, in particular my partner. One day he was a fit farmer going about his business the next day he was fighting for his life and I will say it was a close call. Having this happen threw me sideways to say the least. Going from being a part timer on farm to having to make all the decisions, milk cows, feed cows, budget and keep the wheels turning with our business was no easy task for me. Thankfully we had the income protection insurance, which enabled me to run the business and pay for a part time person to help with the heavy jobs and when we shifted to our bigger job pay for an employee to help through calving as well.
You were just a phone call away and I am so grateful that you took control and set the wheels in motion to action the insurance. It was seamless - I didn't have to worry about the financial side, you kept me informed and your kindness throughout is something we will be forever grateful for.
He's is now on the road to recovery. It has been a slow process but hopefully its onward and upwards from here.
Thank you for the advice you gave us all those years ago. It certainly paid off and would recommend it to any self employed person.
From stress to relief!
Last week we saw an ENT Specialist for our 3-year-old daughter for a snoring issue. The specialist suggested that we have her Adenoids and Tonsils removed. We have Medical Cover, but this had an exclusion which we were aware of for her tonsils due to an issue prior to taking out insurance. The procedure was going to cost us $8500 so we spoke to Jatin to see if our insurance would cover it. He explained to us that there is an exclusion for tonsils. However, he will call the claims team at the Insurance Company and get clarification. Jatin called me back to say that he had been advised that this would not be covered due to the Tonsil Exclusion on the policy. As you can imagine this was very upsetting and I said, “bloody hell JT she’s only had Tonsils once and what’s the point of having insurance.” Obviously having an expensive procedure booked in and hearing insurance will not cover it, things became a bit frantic. I explained to him that our daughter had only had Tonsils once. He said to leave it with him, and he will review the medical notes and specialist report. He rang me back and said after reviewing the notes he will refer this further with Management at the Insurance Company to reconsider. We spoke a couple of days later and he advised that he had been in touch with the Insurance Company that morning and they would have an answer by lunchtime. He called me back at lunchtime to advise that I need to let the Specialist know to go ahead with the procedure. The claim had been accepted. He was ecstatic as was I. What a relief! We highly recommend Jatin as an Advisor. He went above and beyond with the research and service to get the claim through.
Thank you. Very happy parents and a 3yr old girl with her tonsils removed.