What Is Claims Concierge?
Claims Concierge is a free guide that walks any beneficiary, whether or not they were a PWG client, through filing a life insurance claim after someone has died: what paperwork is needed, how long it typically takes, and what to do if a claim is delayed or denied. It exists because good information matters in that moment regardless of who sold the original policy.
Claims Concierge is a free guide to help any beneficiary — client of ours or not — navigate a life insurance claim after someone has died.
Why this exists
Filing a life insurance claim during grief is confusing: what paperwork is actually needed, how long it typically takes, what to do if a claim is delayed or denied, who to even call first. Claims Concierge walks through that process in plain language, independent of which carrier the policy is actually with. It exists because this is a moment where good information matters regardless of whether we sold the original policy.
What it covers
- What documents a carrier typically asks for to start a claim
- Realistic timelines for how long a claim usually takes to pay out
- What to do if a claim is delayed or denied
- Who to reach out to first, and what questions to ask
Open to anyone: You don't need to be a PWG client to use Claims Concierge. If you've lost someone and need to navigate their life insurance claim, it's free to use, whichever carrier the policy is with.
Need help with a claim right now?
Open the Claims Concierge guide directly, or reach out and we'll walk through it with you.
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