Insurance & IRDAI Hub: Action Checklist
Insurance & IRDAI Hub: Action Checklist: practical Indian finance and law guidance from Finin2min.
Use this checklist to convert reading into an assigned, evidenced action.
Core controls
- Read policy wording, exclusions and waiting periods
- Reconcile proposal disclosures with underwriting
- Track service and claim timelines
- Use the insurer grievance channel before escalation
- Preserve medical, survey and loss evidence
Evidence room
- proposal form and policy wording
- benefit illustration and product documents
- premium and KYC records
- claim form, survey and medical evidence
- grievance correspondence and insurer decision