Resources

Templates, checklists, quick guides.

Tools built for the everyday life of a group programme – every item can be read and copied directly on the page, with no downloads and no registration. If a case gets stuck: do reach out.

Csenge and Bence would tell you the same at the other end of the line: a routine claim is fastest on the insurer's own channel – and here, every tool is in one place.

Claims – the fastest route

A routine claim is fastest on the insurer's own claims line or online portal – the exact contact points are in the contract documentation and on the insurer's website. If a case gets stuck or the claim is disputed, I help the client, as their broker, where I can. The detailed map: filing a claim step by step · required documents · when the broker steps in.

Templates – copy-ready text samples

Checklists – so nothing is left out

Glossaries

Every tool lives directly on the page – so you always see the latest version, and you can copy it at any time. If you would like a company-specific version, let me know at the consultation.

Downloadable document

Product summary – on one pagePDF
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Quote request data sheet – for group insuranceXLSX
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Ready-to-fill Excel for headcount and age data, with automatic average-age and gender-ratio summaries – for group life, accident and health insurance quote requests alike. No names required. Send the completed sheet back by e-mail: info@tukacs.com. Please note: the sheet itself is in Hungarian.

Let's spend 20 minutes on what this could give your team.

Free of charge, no obligation – by the end you will see your options and the next step clearly.

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