How It Works
A simple customer journey, with the detailed review work happening behind the scenes.
How Your Health Insurance Review Works
Our service is designed to keep health insurance simple. You pay a fixed review fee, tell us about your current cover and what matters to you, and your adviser carries out the assessment.
1. Purchase your review
Purchase your Personal Health Insurance Review securely online.
2. Complete your private assessment
Upload your renewal notice, tell us about your priorities and choose whether you prefer email, phone or video.
3. Your adviser reviews the options
Your adviser considers your current cover, needs, budget and relevant alternatives within the scope of the service.
4. Receive your recommendation
You receive a personalised written recommendation and Statement of Suitability through your secure review portal.
5. You decide what happens next
We provide the advice. You decide whether to act on it.
