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SERVICING BOOKLET
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?
IVR Service

Now get your policy details like fund value, NAV, premium due
date and lots more on the go.
All you have to do is dial our Toll-Free No. 1800 209 8800
and get all the information on your phone.

Just dial our Toll-Free No. 1800 209 8800 & follow these simple steps:

Please listen to IVR message carefully & select your preferred language

To access your policy details key in the policy number followed by # and
your Date of Birth in dd/mm/yyyy

After successful verification you can get the following policy related
information :

Fund Value Details

Details of the last 3 premiums paid
NAV Details
Policy Status
Premium Due Date

Note: You can use this service for multiple policies that you hold
without disconnecting your initial call.
IVR Call Flow

CALL on 1800 209 8800

Select Language

Activity selection and verification

(policy number and DOB of the owner)

Press 1 For Fund Value

Press 2 For Policy Documents related

Premium Premium Renewal

2 Certificate/ 3 Receipt 4 Notice
Fund Statements

Press 3 For last payment details

Press 4 For updating contact details

Press 5 For other Information

Policy & Premium

1 ECS 2 Payment Term

Press 6 Information on another policy

 SMS
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SMS (Short Message Service)

Our Smart Message Services will ensure that all your policy-related
information is delivered to you on time:
Transaction notifications
Premium payment reminders
Acknowledgement of your requests
Value added services: you can request for important information such
as NAV details, whenever you require

Here's how to go about it

Service Keyword SMS Syntax*

For Registration REGL REGL <Policy No> <Date>

of Birth> to 5676788
Eg. REGL 176945 17/09/1974

For Premium Due date PREML PREML <Policy No>

and Amount due to 5676788

For NAV & Fund Value NAVL NAVL <Policy No>

as on date to 5676788

For Premium Certificate CERTL CERTL <Policy No>

to 5676788

For Unit Link Statement STMTL STMTL <Policy No>

to 5676788
For Renewal Notice RENOTL RENOTL <Policy No> to
5676788
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Your Online Policy Manager (OPM)

Log on to http://kli.in/OPM16 and manage your policy
OPM is a comprehensive online tool that allows you the ease of
access to get your required policy information on your own

With OPM you can:

View your policy details
Track your NAV & fund value
Download premium certificates, fund statements & premium receipts
Manage your funds, fund switch & future premium allocation
Update your personal details & pay online

24 KLI
KLI App for your Mobile/Tablet
Cool and easy to use features on the go
Just download the Kotak OPM Application on your Android or Apple
phone/tablet
Here are some ways it's useful:
Premium Payment - Convenient payment modes
Access your Statements - Hassle free access to your statements
Easy Fund Switch - Revise your allocation/switch between funds at your
own free will
Premium Payment Options
Pay your life insurance premium as per your convenience to avail the
convenience all you need to do is:
For Net Banking/ Debit Card Payments:
Visit http://kli.in/WeB21 & pay through any of the banks listed on
our website
For Credit Card Payments: Pay using your VISA credit card via
www.visabillpay.com
For Mobile Payments (IMPS): Visit www.bit.ly/opt2pay & pay through any
of the banks listed on our website
For Bill Desk Payments: Log on to www.billdesk.com and register to pay
via bill desk
For more payment options visit www.bit.ly/opt2pay

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Things to keep in mind

Cash payments only at Kotak Life/Bank branches
Never share confidential information about yourself and your policy
Buy your policy from a licensed agent
Trust emails from official domains only
Avoid any offer to surrender your policy
Don't fall prey to fake calls & people posing as representatives of
Kotak Life Insurance or IRDAI Officials
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E-Statements
 You can now download statements related to your policy directly from our
website
 Documents available for download:
 Unit Linked Statement
 Premium Certificate
 Premium Receipt
 Visit http://kli.in/klidf and provide basic details of your policy to access this
feature

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Web Chat
 A simple and accessible feature on our Website and the Online Policy
Manager app that connects you to our customer care executive instantly
 Visit https://insurance.kotak.com/ to chat now.

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Kotak Mahindra Life Insurance Company Ltd.

(Formerly known as Kotak Mahindra Old Mutual Life
Insurance Ltd.) Regn. No.:107, CIN : U66030MH2000PLC128503,
7th Floor, Kotak Infiniti, Bldg. No. 21, Infinity Park,
Off W. E. Highway, General AK Vaidya Marg, Malad (E),
Mumbai - 400 097, India.
Kotak Mahindra Life Insurance Company Ltd. (Formerly known
as Kotak Mahindra Old Mutual Life Insurance Ltd.); Regn. No.: 107,
CIN: U66030MH2000PLC128503, Regd. Office: 2nd Floor, Plot #
C- 12, G- Block, BKC, Bandra (E), Mumbai - 400 051. Website:
http://insurance.kotak.com Email:clientservicedesk@kotak.com
Toll Free No. – 1800 209 8800. Ref. No.: KLI/18-19/P-C/070
Trade Logo displayed above belongs to Kotak Mahindra
Bank Limited and is used by Kotak Mahindra Life Insurance
Company Ltd. under license.