How to Download Insurance Certificate

Read our step-by-step guide to download the insurance certificate of your active insurance policy.
How to Download Insurance Certificate
5 min read
28 August 2023

Bajaj Finance offers a range of insurance plans across various categories through leading insurance partners. While opting for an insurance policy provides you with financial cover against the potential risks, it is important to track your policy to maximise its benefits.

One such important document that helps you keep track of your ongoing insurance policy is the certificate of insurance. This document gives you details about your insurance policy such as policy number, validity, and premium amount. Keeping track of these details will help you stay on top of managing your insurance policy. This will help you to stay updated with the policy renewal date and more so that you don’t miss out on any of the benefits.

If you’ve opted for any of the insurance plans offered by our partners from the Bajaj Finserv website, downloading the certificate of insurance is easy. You can visit My Account – our customer portal and download it easily without any branch visits. Our feature-rich digital customer portal has a dedicated section known as ‘Document Centre’ - a one-stop shop for all your documents.

Follow these steps to download your certificate of insurance

  • Click on the ‘Sign-in’ button on this page to visit My Account – Bajaj Finance customer portal.
  • Enter your registered mobile number and the OTP to sign-in.
  • You’ll be asked to verify your details by entering your date of birth.
  • Select the insurance plan from the ‘Document Centre’ section.
  • Click on ‘Certificate of Insurance’ to download it.

Sign-in

You can explore our DIY (do it yourself) services such as managing details of your insurance, updating nominees and more by visiting our customer portal.

Bajaj Finance also offers online DIY services through the app. You can also use our app to download your certificate of insurance in a few easy clicks. Visit the Play Store/ App Store to download the Bajaj Finserv app today and use our DIY services on the go.

Disclaimer

1. Bajaj Finance Limited (“BFL”) is a Non-Banking Finance Company (NBFC) and Prepaid Payment Instrument Issuer offering financial services viz., loans, deposits, Bajaj Pay Wallet, Bajaj Pay UPI, bill payments and third-party wealth management products. The details mentioned in the respective product/ service document shall prevail in case of any inconsistency with respect to the information referring to BFL products and services on this page.

2. All other information, such as, the images, facts, statistics etc. (“information”) that are in addition to the details mentioned in the BFL’s product/ service document and which are being displayed on this page only depicts the summary of the information sourced from the public domain. The said information is neither owned by BFL nor it is to the exclusive knowledge of BFL. There may be inadvertent inaccuracies or typographical errors or delays in updating the said information. Hence, users are advised to independently exercise diligence by verifying complete information, including by consulting experts, if any. Users shall be the sole owner of the decision taken, if any, about suitability of the same.

Frequently asked questions

How to get an insurance certificate online?

If you’ve taken an insurance policy offered by our partners from the Bajaj Finserv website, you can follow these easy steps to download it.

  • Click on the ‘Download your certificate’ option below to go to our customer portal – My Account.
  • Enter your registered mobile number and the OTP to sign-in.
  • Verify your details with your date of birth and proceed.
  • Select the insurance plan for which you want to download the certificate.
  • Click on ‘Certificate of Insurance’ to download it.

Download your certificate

What are the benefits of an insurance certificate?

An insurance certificate helps you track your policy details such as policy number, validity date, and premium amount. It’s important to track these details as it helps in managing your insurance policy.

How to get an insurance certificate online?

To get an insurance certificate online, visit your insurer's website or app, log in to your account, and navigate to the policy details section. Look for the option to download the insurance certificate, select your policy, and download the document in PDF format.

What are the benefits of an insurance certificate?

An insurance certificate provides proof of coverage, detailing the terms, coverage amounts, and period of the policy. It is essential for making claims, renewing policies, and verifying your insurance status in situations like accidents, legal requirements, or financial transactions.

Do I need to register or log in to download my insurance certificate?

Yes, you typically need to register or log in to your insurer's website or app to download your insurance certificate. This ensures that only authorised users can access and manage their policy documents securely.

What information do I need to provide to download my insurance certificate?

To download your insurance certificate, you usually need to provide your policy number, registered mobile number or email address, and possibly your date of birth. These details help verify your identity and grant access to your policy documents.

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