How do I file a claim?

The listed beneficiary must be the one to complete all claim requirements in order to receive the benefit amount, however the initial notification of the claim does not have to come from the beneficiary.

In the event of the insured's death, you can contact our team at 415-915-0665 to report the claim. We require that the beneficiary of the insured complete all claim requirements. Information needed during the claims process includes:

  • Relationship to the insured
  • Personal information about the insured and beneficiary, including social security number, and the insured's date of death
  • Policy number
  • Death certificate for the insured

After the claim is submitted the underwriting team goes to work processing the claim, and may reach out to beneficiaries for various documents.