Make a Claim

Make a Claim

Step 1
Notify your Adviser of the claim
Contact your Adviser who will be in contact with us. Should you no longer have a financial Adviser call PPS Mutual directly on 1300 401 436 or e-mail us at claims@ppsmutual.com.au and notify PPS Mutual of a claim.

Step 2
Claims pack
We will send you/your Adviser a claims kit that outlines our claims process and includes the relevant claim form and confirm what information we need to process the claim.

Step 3
Claims assessment
Once the required claims information has been returned a Case Manager will begin assessing the claim.

Step 4
Claims communication
Naturally, we’ll update you/your adviser regularly on the progress of the claims assessment and advise of the outcome as soon as we can. If the claim meets the eligibility criteria we’ll pay the benefit. Throughout the process the Claims Administrator or Case Manager will be available to help with any enquiries.

Call us on 1300 401 436
or email us at
claims@ppsmutual.co.au

Claims philosophy

PPS Mutual exists to secure a financial future for our professional Members by providing them with access to products and services that are tailored specifically for their needs.

Whilst the hope is that Members may remain healthy and reap the rewards of our shared profits, we recognise that unfortunate circumstances arise and Members or their beneficiaries may require to make a claim on their valuable insurance benefits.

When this arises we commit to expediently assess claims and pay all claims that meet the Benefit Fund Rules and plan eligibility criteria.

We, like our professional Members, believe that working and wellness are closely linked. When a disabling event occurs, it is critical to align the factors which will support the professional’s return to wellness. At PPS Mutual we are committed to providing the necessary assistance to enable members to regain their best possible health and return to their professional careers and full daily activities.

Our claims approach is to set up an appropriate pathway to deliver on this, through full engagement with the Member, their treating physician/s, workplace and adviser.