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51. Claims assistance procedures

  • $220.00
  • inc GST

Every financial adviser providing financial protection advice, should be able to assist clients with the claims process when time comes. A little lost of what to cover off on?

Try this claims assistance procedure checklist for starters. There are 4 different entry points into a claim for you as an adviser. Initial procedures are listed depending on how you become involved, then standard ongoing support and assistance procedures are listed for after the initial responses.

*This item is exclusive to The Risk Shop and is not available in The Risk Store.

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Associate & Professional level members eligible only.

Professional & Associate members get 10% and 5% respectively off selected items 

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