52. Claim form completion meeting procedure (living insurance claim only)
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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).
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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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