52. Claim form completion meeting procedure (living insurance claim only)
Improve your efficiency | Improve your client experience
Claim form completion meeting procedure (living insurance claim only).
Procedure to date:
- You have previously acknowledged client’s advice of possible claim, you’ve arrangedclaim form and you requested they contact you when claim form arrives
- Client has now contacted you to advise they have received claim form
- You have arranged meeting to complete form with client, either face-to-face or via telephone or online (Skype or Go2Meeting meeting)
This procedure is essential for you and your staff to deliver a consistent experience for the claiming client and ensure all the T's are crossed and I's are dotted. Consisting of 3 sections including: a Meeting Preparation (7 items), Checklist For The Meeting (6 items) and During Meeting Or Call With Client (8 items).
Why not add this template to your existing planning software template library today!
*This item is exclusive to The Risk Shop and is not available in The Risk Store.
Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
GST, shipping and discounts will be calculated at checkout.