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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