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Step 2 of 2 — Client Access

Proposal Submission
Forms

These forms are for clients who have completed their planning session and are ready to proceed with an insurance product. They collect the details Kapil needs to submit a proposal to the insurer on your behalf.

Complete your Planning Requirement form first before using these.

These Forms Are ONLY for Clients Who Have ACCEPTED the recommendation and AGREED to Proceed with the Proposal

Proposal forms collect personal and medical information required by the insurer. Please use them only after you have had a full advisory conversation with Kapil and have agreed on the product, cover amount, and insurer. If you haven't done that yet, start with the Planning Requirement Forms first.

Understanding the Difference

Planning Forms vs Proposal Forms

There are two types of forms, each designed for a specific stage of the process.

Planning forms help us assess your situation and design the right strategy.

Proposal forms are used to proceed with implementation once you’ve decided to move ahead.

They work in sequence—planning first, followed by proposal submission.

Planning / Requirement Form (Step 1)

Captures your financial situation, goals, and gaps. Used to prepare your personalised advisory report. No commitment required.

Proposal / Submission Form (Step 2)

Collects personal and health details to submit an insurance application. Used only after you've decided to proceed with a specific product.

Proposal Submission Forms

Ready to Proceed?

Select the proposal form that matches your agreed product. Ensure you have your documents handy before starting.

01
Health Insurance
Health Insurance Proposal Form

For clients who have completed their Health Insurance Requirement Analysis and are ready to submit an application for a health cover product recommended by Kapil.

What You'll Need
Full name, date of birth, and address for all members to be covered
PAN, Aadhaar, or other KYC document details
Pre-existing disease or medical history disclosure
Nominee details
Bank account details for premium payment
Open Health Insurance Proposal Form
02
Term Insurance
Term Insurance Proposal Form

For clients who have completed their Term Insurance Requirement Analysis and have confirmed the sum assured, policy term, and insurer with Kapil. Application details are collected here.

What You'll Need
Full name, date of birth, and residential address
PAN, Aadhaar, and income proof documents
Lifestyle and health disclosure (smoking, alcohol, occupation)
Nominee name, relationship, and date of birth
Bank details for ECS / auto-debit for premium
Open Term Insurance Proposal Form
Before You Submit

Make Sure You're Ready

You're ready if…

You have completed a planning session with Kapil, received a recommendation, and agreed on the product, insurer, cover amount, and premium. Kapil has confirmed you should proceed to this form.

Do not use this form if…

You haven't had a planning session yet, haven't received a recommendation, or are unsure about the product. Start with the Planning Requirement Form or reach out to Kapil directly for guidance.

Haven't done your planning yet?

Start with a Planning Requirement Form. It takes 5–10 minutes and gives Kapil everything he needs to build a structured, personalised recommendation for you.

Go to Planning Requirement Forms