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
