[New Post] The Playbook for DIY Insurance Claims

Contrary to popular beliefs, it’s important to note that the agent who sold you the insurance policy may not be legally bound to assist you in your claims. It is hence imperative to understand the claims process and do it yourself, if necessary.

Hi there!

It has been some weeks since we posted and we weren’t slacking.

After being asked this question multiple times: how do I make a claim for my insurance, we decided to publish a playbook. As we were working on this latest post, we then contemplated from releasing it given its general vague steps. After re-writing and improving on it, we finally pushed through to publish this. As any other guides, we will improve it as feedback is provided.


In our latest article "The Playbook for DIY Insurance Claims", we discuss the general steps in a claims process, the key lessons we had and how you can do it right from the start.

We also spent ridiculous amount of time creating templates to help us and you get better at managing finances. Check out our latest Insurance Tracking Template:

Stay tuned for more exciting updates, informative articles, and exclusive news. We're dedicated to helping you make the most of your personal finance journey.

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