TouchPoint - Claims Assistance

If you are a financial advisory practice or dealer group wanting to truly offer a claims assistance service, then you will need this set of template components comprising of correspondence, procedures, checklists and protocols.

  • 30. Claim first acknowledgement adviser to client
  • 31. Client how-to-claim instructions after notifying adviser
  • 32. Email with soft copy of claim form, to client
  • 33. Claim advices ongoing to client - could be used several times
  • 51. Claims assistance procedures
  • 52. Claim form completion meeting procedure (living claim)
  • 53. Claim meeting post-death procedure
  • 54. Claims benefits checklist
  • 55. Email to insurer to advise claim submitted or coming from doctor