Insurance
View all your insurance-related data in one place.
This insurance page provides a consolidated view of all your insurance details, including General, Life and Health insurance policies.
If you have taken insurance policies via Geojit, then the policy details will be displayed automatically in the Insurance page. Such policies will not come with the edit option. On the other hand, if you have taken an insurance policy outside Geojit, then those details should be added manually by you. You will be provided with the option to edit/delete such policies.
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How to view insurance details ?
Once you login to your MyGeojit account, you will land on the dashboard page. Scroll down to find the insurance section.
If you have taken insurance policies via Geojit, then those policy details will be automatically displayed here, in a descending manner, with the policy with the greatest sum assured located at the top. Likewise, the dashboard displays up to 3 policies. You can have the detailed view of your insurance policies, either
# From the dashboard
Go to the dashboard.
Find the 'Insurance' section.
Click on the 'View More' tab.
You will be navigated to the 'Insurance' section under the 'Products' tab.
Here the 'Insurance' page will be classified into three—life, health, and general.
# Or from the Products
Go to the Products tab.
Click on 'Insurance.'
You will land on the 'Life' page of the Insurance section.
You can also see health and general sections right next to it.
Your insurance details include the policy number, policy holder, product name, policy term, policy status, login date, sum assured, and premium due date.
How to add insurance details?
Go to the Products tab.
Click on 'Insurance.'
You will land on the 'Life' page of the Insurance section.
If you want to add an insurance policy, you can see an 'Add Insurance' ➕ button given towards the right end of the page.
Once you click on it, an 'Add Insurance Policy' page will slide in.
Here, enter your insurance policy details.
Once you have completed all the mandatory fields, click on the 'Add' button given towards the end.
You will get a pop-up message stating 'insurance added successfully.'
How to edit/delete my insurance details?
Go to the Products tab.
Click on 'Insurance.'
You will land on the 'Life' page of the Insurance section. You can also see health and general sections right next to it.
If you want to edit the life/health/general insurance, go to the respective page.
If you have added your insurance details, then that will be displayed there with details like policy number, policy holder, product name, policy term, policy status, login date, sum assured, and premium due date.
Click on the 'Edit details'
button given towards the right end of the page.Once you click on it, an 'Edit Insurance Policy' page will slide in.
Edit the necessary details.
Click on the 'Update' button.
Your policy details will be updated with the new changes made.
If you want to delete the policy, click on the delete icon,
and your policy details will be deleted.
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