TouchPoint - Implementation
A collection of email / letter correspondence, checklists and file note protocol templates for every type of advice practice. Consisting of these items:
- 12. Client authority to insurer(s) to transfer existing policy/ies to adviser
- 14. Letter to client to help them prepare for completing insurance apps only
- 15. Advice to client that application(s) sent to product provider(s) - investments and insurance
- 16. Advice to client of UW responses: could be used several times
- 17. Advice to client of final UW decision: could be used several times
- 18. Advice to client: part of insurance portfolio accepted: could be used several times
- 19. Advice to client:all policies accepted
- 20. Advice to client: part of insurance portfolio declined
- 41. Adviser completes report for staff checking apps
- 42. Staff checklist for apps
- 43. Form for submission of new business to insurer/fund managerĀ
- 45. Policy declined procedure
- 46. Letter to insurer holding another application, to advise another policy has been declined
- 47. Client request to insurer to provide reasons for decline decision
