Yes, you can purchase a term plan with Bharti AXA Life Insurance if you already have a term plan from other insurance provider. However, you need to disclose your income and existing insurance cover details in corresponding sections while applying for the term cover under Bharti AXA Life Insurance. Based on underwriting decision, the request for the cover will either be accepted, accepted with certain conditions or declined.
Life insurance is a contract between an insurer and a policy owner. A life insurance policy guarantees the insurer pays a sum of money to named beneficiaries when the insured dies in exchange for the premiums paid by the policyholder during their lifetime. Life insurance is a key investment, especially in uncertain circumstances, like the present. Life insurance policies work in three stages :
Life insurance offers three major benefits.
Besides this, life insurance plans offer a host of other benefits, like tax deductions under Section 10, 80C, and 80CCC of the Income Tax Act, 1961 on the premium paid. You may also borrow a loan against your insurance plan if needed. However, tax benefits are as per provisions of the Income Tax Act and are subject to change.
*IN ULIP POLICIES, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER. The premium paid in Unit Linked Insurance policies are subject to investment risks associated with capital markets and the NAVs of the units may go up or down based on the performance of fund and factors influencing the capital market and the insured is responsible for his/her decisions.
You should definitely consider getting an insurance policy from Bharti AXA Life as we provide flexible products. You can easily change your coverage limits and include riders with your insurance policy in minutes. You can access your account anytime from anywhere. With an impressive claim settlement ratio and dedicated claim handler for the policyholder, our claim settlement process is seamless.
MWPA is the Married Women Property Act of 1874 that entails that if a married man, including a divorcee or a widower, buys life insurance with the MWP addendum, the insurance benefits upon maturity or death are the sole property of the nominated beneficiaries (wife, or of his wife and children) and no one else. Even the policyholder does not have any right over these benefits.
The entire sum is treated as separate fund from the policyholder's estate and hence, these benefits cannot be used for repayment of debt or loan or form part of joint family property, in case of the untimely death of the policyholder.
The list is available with the medical service provider. When a customer receives a call for the arranging the medicals, they are given location options of a medical centre nearest and most convenient to them.
Please enter your Proprietorship/ Partnership & provide us the number of years for which you are active in your business. Giving correct details is very important.
The product offers special rates for a non-smoking person. Even if you are not a regular smoker or a casual smoker, please select the 'Smoker' status only.
In case you wish to receive your application form by courier in a hard copy; you need to select this option – Physical Copy. We will send a PDF on your listed email ID & also along with the policy kit once we confirm your application with the company.
Please select 'Yes' & provide details on the number of glasses of specific alcohol consumed per week.
The individual who purchased the life cover is the policyholder.
The individual or people who will receive the death benefits which is the funds paid by the insurance company when the policyholder dies are the nominee/s.
Life assured is the individual whose life is covered by the life insurance company.
The nominee is a person who is nominated or appointed by the policyholder to look after his/her financial accounts, assets, etc., after his death. It is the responsibility of the nominee to disburse the proceeds among the legal heirs.
A beneficiary is an individual who has a financial interest in the life of the policyholder. The beneficiary can be either the legal heirs or financial institutions like banks who have provided loan/ finance to the policyholder.
If any immediate family member (like spouse, children or parents) is made the nominee, then they will automatically become the beneficial owners of the claim benefits and be referred to as beneficiary in life insurance.
If the nominee is a minor, you are required to share their appointee details with us. Additionally you can also appoint multiple nominees.
Note: An appointee is the person to whom the proceeds/benefits secured under the Policy are payable if the benefit becomes payable to the nominee and the nominee is minor as on the date of claim payment.
Once you buy the policy, you stay covered whether you are in India or abroad.
Accurate mobile number is necessary for all our future communications. This includes pre and post login communication.
If you have purchased the policy online through our website,you can track the proposal status by following below steps :
Alternatively, you can call us on our Customer Care No at 1800-102-4444 or SMS SERVICE at 56677 or Email us at service@bhartiaxa.com to know about for proposal status
If you have opted for eIA,policy soft copy will be credited in your IR account post issuance. You will be communicated on credit of policy in e-IA account through SMS and email.
You can submit request for duplicate policy document by visiting any of our nearest branch.
To locate the nearest branch, click here https://www.bhartiaxa.com/contact-us
Policy document soft copy can be downloaded using below options :
The policy term cannot be changed once the policy is issued.
Sum assured in life insurance policies cannot be generally changed mid-term. If you are looking for an enhanced sum assured, you will have to either buy a new policy altogether or buy a supplementary cover.
Cash payment for new policy purchase is not allowed. Exception in cash acceptance is allowed only for short premiums like counter offer up to Rs 5000/- towards new policy login.
If you are not happy with the terms and conditions of the purchased policy,you can cancel the policy within the freelook period.
For policy cancellation request ,you need to visit any of our nearest branch and submit the "Payout Request" Form along with the policy document hard copy and Identity Proof.
Once all the required documents are received , branch will tag the "Freelook Request" for further processing.
Note : Freelook period for policies purchased is 30 days from date of receiving the policy hard copy.
You can pay your premiums using the below options:
Online Payment
Pay using our WhatsApp service
AutoPay
eNACH (Digital): By registering for eNach. You can click here to register on the website
ECS : Submit the physical ECS mandate at your nearest Bharti AXA Life Insurance branch office
Cash Payment
Note : eNACH is the electronic process of automated premium payment. Once the user signs the eNACH or electronic NACH form, he gives permission to the concerned authority to debit the premium amount from his bank at a pre-settled frequency. Please note that there is no need to submit additional documents for this process. Electronic Clearing Service (ECS) : Here, the policyholder submits a physical mandate through which he gives standing instructions to the insurance company to debit his bank account on the settlement date for payment of his premium.
Submit a personalized cancelled cheque along with the ECS mandate form.
However, please ensure the following :
Note: A personalized cheque has important details like the individual's name, IFSC code and account number printed on it along with other bank account details.
Yes, the ECS debit date can be changed on ‘DigiServe’. Follow these steps:
Alternatively, change the date by visiting your nearest Bharti AXA Life Insurance branch office.
We only offer debit dates for ECS only between the 1st and 10th of every month. Therefore, your chosen date should fall between this date range.
Note: ECS debit date is the date/month on which the premium amount is debited as agreed by the customer and the insurance provider.
No. You can only deactivate the ECS payment service by visiting the nearest Bharti AXA Life Insurance branch.
You can change the premium mode if you are within your grace period from the policy anniversary date.
If you change the premium mode, then:
Note: In insurance policies where the term is more than 1 year, the policy effective date is considered as the policy anniversary date for the year that the policy is renewed.
Our customers will receive their premium acknowledgement deposit receipt:
Download the acknowledgement deposit receipt post making the payment from the final acknowledgment page on ‘DigiServe’.
Post payment, the deposit receipt is simultaneously sent to your registered email id
The deposit receipt can be sent on WhatsApp if you have opted-in for the service.
Note: Below are the various options for WhatsApp Opt-in
Accessing premium certificate is very easy using below options:
If you fail to pay your premium within the grace period, the policy will lapse.
Note: In life insurance, the grace period is the specific additional time you get after the premium due date is over to pay the premium and avoid policy lapse.
The grace period varies depending on when the policy was issued to you.
Note: In life insurance, the grace period is the specific additional time you get after the premium due date is over to pay the premium and avoid policy lapse.
No, you will lose the expected insurance benefits if your policy lapses.
Note: In life insurance, the grace period is the specific additional time you get after the premium due date is over to pay the premium and avoid policy lapse.
You can reinstate a lapsed policy.
For policy reinstatement on ‘DigiServe’, you need to fill out the DOGH and Covid Questionnaire as per guidelines. Basis the medical details entered in the above forms, if there is no medical raised, you can pay the premium dues and reinstate the policy online.
However, if there is a medical raised, you will need to undergo the medicals. Basis the medical report, the revised premium amount is generated which needs to be paid by visiting your nearest Bharti AXA Life Insurance branch office along with the required documents.
An interest of 7.15% on the outstanding premium dues will be charged during the reinstatement process. (Except for Guaranteed Wealth Pro). For Guaranteed Wealth Pro ,the rate is 8.65% . Other policy terms and conditions may apply.
Note: If a policyholder fails to pay the premium, the insurance policy lapses after a certain time period. However, the insurance coverage can be renewed (conditions applied). This process of activating the insurance policy back after a lapse is known as policy reinstatement.
The interest rates mentioned are without GST.
If your policy was issued after January 2020, the reinstatement period applicable is:
Policies issued prior to January 2020; it is product specific. Please read the policy document for more information.
You can repay loan by login to our customer portal - ‘DigiServe’.
Alternatively, visit our nearest branch office to repay the loan taken against your policy.
Below are the key services available :
Pay Premium :
Submit 'Claim request' :
Click on the 'Quick link' option
For rest of the services for an existing policy, you would need to login with your credentials on DigiServe platform or use our WhatsApp services
Note: eNACH is the electronic process of automated premium payment. Once the user signs the eNACH or electronic NACH form, he gives permission to the concerned authority to debit the premium amount from his bank at a pre-settled frequency. Please note that there is no need to submit any additional documents for eNACH registration.
Bonus History can be viewed for various products via link. Click here.
Please go to "Key Services " option after landing on the above link
Click here to access the DigiServe, our dedicated Customer Portal. At the time of login, you will see the following options:
Option 1: Enter Mobile no and DOB with OTP
Option 2: Click on 'Try another way'
If you choose option 2, you will need to insert the following information:
Note: An OTP is triggered to both your registered mobile no and email id.
TPIN is a 4 digit number. For first times users, the 4 digit TPIN needs to be generated and validated via an OTP
A TPIN is a ‘Transactional Personal Identification Number’ that is unique to each of our policyholders. The TPIN can be used by our policyholder to view his or her account information / statement on the website or on select channels.
If you forget the TPIN, you can login with the Policy Number & OTP option → Go to 'Manage TPIN' and then reset your TPIN.
Click here to download our Bharti AXA Life Insurance Mobile App
DigiServe offers wide range of digital services such as :
Note: It should be noted that the NEFT update is mandatory for all payouts. You can update account details on the customer portal by :
Status of service request can be viewed on ‘DigiServe’ under the ‘Track Service Request’ option.
Yes, its very easy to download soft copy of policy contract from customer portal.
Click on the " View Policy Details " option on the dashboard page.
Note: It should be noted that the policy contract will be available for download only for 2 years from the date of your policy issuance.
Our customers can download the following statements from DigiServe :
Note: Premium Paid Certificate is a document that displays the total premium that you have paid for all your policies in a specific financial year. You can use this document as investment proof for tax filing.
Yes, branch locations are available on the website.
Follow these simple steps to use our WhatsApp service:
The following services can be accessed from the Bharti AXA Life WhatsApp platform :
Here are the various ways in which you can connect on WhatsApp with us:
By opting in to receive WhatsApp notifications you can always stay on top of the latest Bharti AXA Life updates on your registered mobile number.
In addition to receiving the latest updates, our customers will also receive important information on new product launches, offers, reminders and much more.
Yes, customers can use an unregistered mobile number to use our WhatsApp service. Enter the OTP triggered from your registered mobile number to log in.
For all customers who have updated their account details with us, payout is done through NEFT provided the penny testing verification for bank account detail is successful.
Penny Drop Testing or Bank account verification is commonly referred to a way to verify the authenticity of a user’s Bank Account. This is achieved by depositing a small amount (usually a penny and hence the name) – usually INR 1 (one rupee) in the Indian context – which returns the validated bank details along with the account holder's name.
Below are the easy ways to update your bank account details
You may submit any one of the below mentioned documenets
The proof must have the policy holders name, account no and IFSC Code clearly mentioned.
Below are the options to check your refund details
Survival Benefit depends on the type of insurance policy you have purchased.
If the policy purchased has survival benefit, the amount will paid to you as per product benefits/specifics provided all premiums are paid till date.
Survival Benefits will be paid as per policy terms and condition. Please refer your policy document for more details.
Below are the options to check your refund details
Maturity Benefit depends on the type of insurance policy that you have purchased. If the policy purchased has the maturity benefit feature, the amount will be paid to you once the policy has reached its expiration date.
To avail of the maturity benefit payout, it is important that you update your latest bank account details on your policy prior to its maturity. This is a requirement so that all payouts can be made directly into your bank account. Log in to the customer portal to update your bank account information instantly.
Note: Maturity benefit is a lump-sum payment made by the insurance provider when the policy has reached its expiration date.
The date on which your life insurance policy matures, i.e., reaches the expiration date is known as the maturity date of the policy. You will receive maturity benefit within 7 days after maturity of the policy.
For example, if you have taken a savings plan for 10 years in 2022. Then after the 10th year, that is 2032, your policy will cease to exist, and you will receive the maturity benefit payout.
Pension policies come with vesting benefits. Therefore, the policyholder will be able to utilise the entire Policy Fund Value to purchase the annuity product from another insurer (Open Market Option).
Alternatively, the policyholder can utilise at least 2/3rd value of the Policy Fund Value to purchase the annuity product from another insurer (Open Market Option) and withdraw the balance amount.
Note: You need to submit the Pension Payout declaration, personalized cancelled cheque/ clear copy of your bank statement and KYC documents at your nearest Bharti AXA Life Insurance branch office for processing the benefit on the Pension Policy.
To check your policy's "unclaimed amount" on our website, Click here
Enter the policy details to check the details.
Surrendering means terminating the policy before the policy term. Surrender amount is calculated basis the premium amount paid and sum assured. On policy surrender, the life insurance cover ends and all policy benefits stop.Therefore to avail all policy benefits, it is adviced to continue with the policy.
Policy can be surrendered only after completion of the lock-in period.
Note : Lock in period depends on the type of policy purchased.Please refer your policy document for more details.
You need to visit any of our nearest branch to place surrender request.Below documents will be required to be submitted.
The proof must have the policy holders name , bank account no and IFSC Code clearly mentioned.
Note : Policy surrender option is not available online currently.
To report a claims, please visit the nearest Bharti AXA Life Insurance branch with the required documents.
Click here to locate your nearest branch.
Mandatory documents that are required to be submitted in case of natural death are as follows:
Additional documents (needed for specific scenarios):
It is recommended that you raise the claim request with us as soon as possible by visiting your nearest Bharti AXA Life Insurance branch.
Claims decision is communicated within 30 days from the receipt of all necessary documents / clarifications. In case the claim request requires further verification, it may take up to 120 days to settle the claim.
Although rare, claim requests can be rejected under the following circumstances:
Claims payout is done online via NEFT.
The nominee is required to email the below documents to lifeclaims@bhartiaxa.com for receciving the payout through NEFT
1. Nominee's KYC documents (Identity and Address proof)
2. Scanned copy of any one of the below bank account proofs of the nominee:
Receive your policy payouts digitally through NEFT, and meet your financial goals. Update your bank details anytime, anywhere on Bharti AXA Life Insurance Mobile App. Click here to download the app NOW!
Below are the alternate options to update your bank details with us:
Note : Click here to download policy servicing forms.
Life Insurance provides your family with long-term financial security.
We, therefore, urge you to continue with your policy to avail all benefits and meet your financial goals.
However, if you still wish to surrender the policy, please visit the nearest Bharti AXA Life Insurance branch. Click here to locate your nearest branch.
Click here to download our smart Bharti AXA Life Insurance Mobile App and check your accumulated surrender value online at the click of a button.
To know more about the surrender process, you can call us on our toll-free number 1800-102-4444 from Monday to Saturday, between 9 am to 7 pm OR email us at service@bhartiaxa.com from your registered email address.
Note : Surrender request cannot be submitted online.
It is important to keep your current address updated for us to reach out to you conveniently for any communication related to your policy. Click here to download Bharti AXA Life Insurance Mobile App and conveniently update your address on your smartphone anytime, anywhere!
Below are the alternate options to update your address with us:
Please note, mode change for your policy will be allowed only within 30 days from your policy anniversary date.
Click here to download Bharti AXA Life Insurance Mobile App and conveniently update your your mode and method of payment on your smartphone anytime, anywhere!
Below are the alternate options to update the mode or method of your policy:
A nominee is the one who receives the benefits of a life insurance plan. It is therefore crucial to choose someone who you trust and genuinely care for as policy nominee. You also have the option to change the nominee at any given time during the policy journey.
Click here to download Bharti AXA Life Insurance Mobile App and conveniently update your nominee on your smartphone anytime, anywhere!
Below are the alternate options to update the nominee of your policy:
To ensure that you receive all important policy related communication on time and to get any assistance from us, it is prudent that you keep your contact details updated with us. You can also avail a host of DIY (Do It Yourself) services conveniently on our WhatsApp BOT "Uttara" with your registered mobile number.
Click here to download Bharti AXA Life Insurance Mobile App and conveniently update your mobile number on your smartphone anytime, anywhere!
Below are the alternate options to update your contact details: