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Australian Financial Risk Management
Claims Expertise and Experience
Claims Library
Browse through our claims case studies and other communications that demonstrate our expertise.


Nick's Update: Claims Case Study
“At the end of the day, the process ran, and the system worked. So, yeah, it has validated everything we have done before.” “We knew...
9 min read


Good Advice leads to Best Outcomes: Case Study
"Chris is very knowledgeable in his field of expertise which ensured we covered off every known element to tailor the advice and select...
5 min read


Not a Simple Walk in the Park: Claims Case Study
“It’s tragic to see a person’s life turned upside down by such a freak accident and subsequent series of unfortunate events.” “I can’t...
5 min read


Working with our Referral Partners: Case Study
“It’s a fact that with old contracts, there are times when the insurer’s own claim managers do not understand how the contracts work. ...
4 min read


Another Prostate Cancer Claim: Case Study
“I do appreciate your help over the last six months.” It comes as no surprise that Australians are taking a...
4 min read


Relieving the Burden of Paperwork: Case Study
Originally Published on 10 July 2020 “ Reduce this ridiculous form! ” ...
5 min read


Can we Claim? Ask the Experts: Case Study
Originally published on 3 June 2020 “...talking with John, it was clear that all the preparation work, putting together the required...
3 min read


The Importance of Scrutinising Definitions: Case Study
Originally published on 7 May 2020 “We’ve recently reviewed the medical definitions in trauma, income protection and total and permanent...
2 min read


Chronic Fatigue: Claims Case Study
Originally published on 7 April 2020 “THANK YOU, THANK YOU, THANK YOU!!” Even highly literate and astute professionals can need...
3 min read


Supporting Client Resilience: Case Study
Originally published on 5 March 2020 “I had a youngish family and a busy wife working full-time... So not having to deal directly with...
9 min read


Nick's Claim: Case Study
Originally published on 4 December 2019 “The medicos’ latest suspicion is that I’ve had Acute Viral Encephalitis, from which I can make a...
4 min read


Supporting Mental Health Claims: Case Study
Originally published on 4 November 2019 “If I had a choice between my health and the money, I would choose my health; but having the...
4 min read


"Own" versus "Any" Occupation: Case Study
Originally published on 7 October 2019 “Having the right risk mitigation strategy in place really is about a couple of simple questions:...
6 min read


Breast Cancer: Case Study
Originally published on 2 September 2019 “These events can strike at any time, without warning.” “Having that financial security of the...
2 min read


We Listen to Dig Deeper: Case Study
Originally published on 7 August 2019 “…a huge thank you for being my advocate and all your help with processing my claim but most...
3 min read


Skin Cancer: Case Study
Originally published in 3 July 2019 “Thanks for convincing me to take out this Trauma cover for Julie back in the day.” “I honestly never...
2 min read


Helping our Accountant Referral Partners: Case Study:
Originally published 24 June 2019 “Not only were Rob and Bev willing to see if they could help with a critical illness claim, they never...
3 min read


Sweet Relief can bring Tears: Claims Case Study
Originally published 5 June 2019 "When I told him we’d got him a positive result, Bill had to just sit down and cry." This case study...
4 min read


Guidance through the Overwhelming Red Tape: Case Study
Originally published 3 May 2019 “I commenced the claim process and was quickly overwhelmed by the complexity and scope of the whole...
3 min read


Diabetes Claim: Case Study
Originally published in 5 April 2019 “I paid off my mortgage yesterday and it feels great, thank you.” Recently we had a client, William...
2 min read
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