How to Download Your Health Insurance Policy?

Posted on: Dec 14, 2023 | 3 mins | Written by: HDFC ERGO Team

How to Download Your Health Insurance Policy?

Health insurance is a major investment that provides financial assistance during medical emergencies and planned procedures. When you have health insurance handy, you can choose the finest treatment without burning a hole in your pocket. With most insurance companies in India offering health plans online, you can easily shortlist and compare policies and zero in on the most suitable option.

Suppose you choose HDFC ERGO as your health insurance partner. In this case, you can purchase HDFC ERGO health insurance online and download the policy documents any time with a few clicks. If you are not sure how to download your health insurance policy, we will walk you through the steps in this article.

How do you download the HDFC ERGO health insurance policy documents?

The following are the steps to download HDFC ERGO’s health insurance policy documents:

1. Visit https://selfhelp.hdfcergo.com/SelfHelp

2. Click on the "Policy Documents" option.

3. You will see the following three options on the screen – Policy, Tax Certificate, and Health Card.

4. Click on "Policy", enter your HDFC ERGO health insurance policy number, and click "Continue". You can also enter your registered mobile phone or email address.

5. You will receive an OTP both on your registered mobile number & email address.

6. Enter the OTP to complete the verification process. The insurer will send the health insurance policy document to your registered email ID.

7. You can download the same on your phone or computer.

Alternatively, you can visit www.hdfcergo.com to download your HDFC ERGO health insurance policy documents. Here’s how:

1. Go to www.hdfcergo.com and click on the "Help" option in the top right corner.

2. Next, click "Know Your Policy" at the bottom of the screen, enter your health insurance policy number /registered email ID/ registered mobile number, and click on the "Continue" option.

3. Enter the OTP you receive on your registered mobile number or email address for verification.

4. The insurer will send your health insurance policy to your registered email ID.

Conclusion

This is how you can download health insurance policy documents and keep them handy. After downloading the document, review the policy inclusions, exclusions and other terms and conditions minutely. Also, make a note of the network hospitals of the insurance provider in the city, especially the ones in the vicinity. Knowing the details of your healthcare plan can make things easier during medical emergencies.

Disclaimer: The above information is for illustrative purposes only. For more details, please refer to the policy wordings and prospectus before concluding the sales.

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